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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 | $17,738 | $124,425-85.7% | $112,040-84.2% | $137,256-87.1% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 16.53% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,409 | $3,411-58.7% | $2,954-52.3% | $4,156-66.1% |
| Participant deferral / active EE | $3,646 | $5,718-36.2% | $5,098-28.5% | $6,407-43.1% |
| Admin fee / account holder | $1,995 | $15,207-86.9% | $12,098-83.5% | $12,270-83.7% |