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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 | $136,860-87.0% | $120,344-85.3% | $154,746-88.5% |
| Participation rate | 87.0% | 79.9%+7.1pp | 76.7%+10.2pp | 80.7%+6.3pp |
| Annual return | 16.53% | 21.38%-4.8pp | 20.30%-3.8pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,409 | $3,533-60.1% | $3,020-53.3% | $4,379-67.8% |
| Participant deferral / active EE | $3,646 | $5,793-37.1% | $5,135-29.0% | $6,730-45.8% |
| Admin fee / account holder | $1,995 | $15,393-87.0% | $12,742-84.3% | $14,365-86.1% |