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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 | $16,872 | $77,472-78.2% | $100,415-83.2% | $80,959-79.2% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.7%+13.8pp |
| Annual return | 15.49% | 37.26%-21.8pp | 49.47%-34.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,146 | $2,800+48.0% | $3,943+5.1% | $2,757+50.4% |
| Participant deferral / active EE | $3,928 | $6,818-42.4% | $8,091-51.5% | $4,300-8.7% |
| Admin fee / account holder | $2,265 | $5,885-61.5% | $7,906-71.4% | $6,925-67.3% |