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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 | $17,374 | $178,174-90.2% | $156,181-88.9% | $137,256-87.3% |
| Participation rate | 90.5% | 82.0%+8.4pp | 78.8%+11.6pp | 80.0%+10.5pp |
| Annual return | 17.06% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,587 | $4,972-27.8% | $4,294-16.5% | $4,156-13.7% |
| Participant deferral / active EE | $4,762 | $6,888-30.9% | $6,132-22.4% | $6,407-25.7% |
| Admin fee / account holder | $1,816 | $17,404-89.6% | $14,586-87.5% | $12,270-85.2% |