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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,963 | $99,875-83.0% | $146,866-88.5% | $86,983-80.5% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 13.84% | 28.10%-14.3pp | 102.85%-89.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,934 | $3,224-9.0% | $4,425-33.7% | $2,584+13.5% |
| Participant deferral / active EE | $4,588 | $6,322-27.4% | $7,759-40.9% | $4,194+9.4% |
| Admin fee / account holder | $2,888 | $7,838-63.2% | $13,620-78.8% | $7,856-63.2% |