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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 | $106,864-84.1% | $147,318-88.5% | $82,637-79.4% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 24.23% | 27.49%-3.3pp | 70.43%-46.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $2,708 | $3,417-20.7% | $4,593-41.0% | $2,552+6.1% |
| Participant deferral / active EE | $3,359 | $6,496-48.3% | $7,906-57.5% | $4,126-18.6% |
| Admin fee / account holder | $1,922 | $8,415-77.2% | $13,708-86.0% | $7,339-73.8% |