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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 | $16,994 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 24.23% | 27.59%-3.4pp | 66.58%-42.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $2,708 | $3,444-21.4% | $4,554-40.5% | $2,551+6.2% |
| Participant deferral / active EE | $3,359 | $6,519-48.5% | $7,897-57.5% | $4,139-18.9% |
| Admin fee / account holder | $1,922 | $8,390-77.1% | $13,129-85.4% | $7,234-73.4% |