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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 | $17,779 | $106,749-83.3% | $145,433-87.8% | $82,448-78.4% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 27.19% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.4pp |
| Employer contribution / active EE | $1,815 | $3,444-47.3% | $4,554-60.1% | $2,551-28.8% |
| Participant deferral / active EE | $4,542 | $6,519-30.3% | $7,897-42.5% | $4,139+9.7% |
| Admin fee / account holder | $547 | $8,390-93.5% | $13,129-95.8% | $7,234-92.4% |