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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 | $16,730 | $145,431-88.5% | $211,142-92.1% | $87,485-80.9% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.3%+11.4pp | 68.9%+29.7pp |
| Annual return | 17.03% | 27.21%-10.2pp | 46.84%-29.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,351 | $4,662-49.6% | $6,442-63.5% | $2,596-9.5% |
| Participant deferral / active EE | $4,429 | $6,859-35.4% | $9,284-52.3% | $4,274+3.6% |
| Admin fee / account holder | $1,100 | $17,052-93.6% | $19,076-94.2% | $7,775-85.9% |