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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 | $77,523-78.2% | $100,383-83.2% | $80,874-79.1% |
| Participation rate | 81.5% | 77.0%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 15.49% | 37.21%-21.7pp | 49.26%-33.8pp | 35.62%-20.1pp |
| Employer contribution / active EE | $4,146 | $2,801+48.0% | $3,944+5.1% | $2,756+50.4% |
| Participant deferral / active EE | $3,928 | $6,822-42.4% | $8,086-51.4% | $4,297-8.6% |
| Admin fee / account holder | $2,265 | $5,899-61.6% | $7,900-71.3% | $6,935-67.3% |