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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 | $15,662 | $106,524-85.3% | $152,301-89.7% | $87,485-82.1% |
| Participation rate | 87.4% | 75.8%+11.6pp | 82.4%+4.9pp | 68.9%+18.4pp |
| Annual return | 35.96% | 26.89%+9.1pp | 80.50%-44.5pp | 26.06%+9.9pp |
| Employer contribution / active EE | $1,352 | $3,371-59.9% | $4,624-70.8% | $2,596-47.9% |
| Participant deferral / active EE | $3,772 | $6,525-42.2% | $8,004-52.9% | $4,274-11.7% |
| Admin fee / account holder | $2,048 | $8,287-75.3% | $14,398-85.8% | $7,775-73.7% |