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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 | $106,749-85.3% | $145,433-89.2% | $82,448-81.0% |
| Participation rate | 87.4% | 75.6%+11.7pp | 82.1%+5.2pp | 68.1%+19.3pp |
| Annual return | 35.96% | 27.59%+8.4pp | 66.58%-30.6pp | 41.64%-5.7pp |
| Employer contribution / active EE | $1,352 | $3,444-60.8% | $4,554-70.3% | $2,551-47.0% |
| Participant deferral / active EE | $3,772 | $6,519-42.1% | $7,897-52.2% | $4,139-8.9% |
| Admin fee / account holder | $2,048 | $8,390-75.6% | $13,129-84.4% | $7,234-71.7% |