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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 | $16,308 | $106,749-84.7% | $145,433-88.8% | $82,448-80.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 19.17% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,350 | $3,444-31.8% | $4,554-48.4% | $2,551-7.9% |
| Participant deferral / active EE | $3,119 | $6,519-52.2% | $7,897-60.5% | $4,139-24.7% |
| Admin fee / account holder | $661 | $8,390-92.1% | $13,129-95.0% | $7,234-90.9% |