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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 | $14,303 | $139,948-89.8% | $121,663-88.2% | $154,746-90.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 23.02% | 230.52%-207.5pp | 147.54%-124.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,211 | $3,521-37.2% | $3,020-26.8% | $4,379-49.5% |
| Participant deferral / active EE | $4,167 | $5,629-26.0% | $4,887-14.7% | $6,730-38.1% |
| Admin fee / account holder | $3,630 | $17,321-79.0% | $14,289-74.6% | $14,365-74.7% |