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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 | $17,895 | $93,598-80.9% | $135,974-86.8% | $75,173-76.2% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 28.81% | 30.89%-2.1pp | 68.30%-39.5pp | 160.72%-131.9pp |
| Employer contribution / active EE | $3,084 | $3,538-12.8% | $4,859-36.5% | $2,671+15.5% |
| Participant deferral / active EE | $6,217 | $6,405-2.9% | $7,760-19.9% | $4,126+50.7% |
| Admin fee / account holder | $977 | $6,978-86.0% | $10,767-90.9% | $5,651-82.7% |