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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 | $16,919 | $106,749-84.2% | $145,433-88.4% | $82,448-79.5% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 18.49% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,432 | $3,444-29.4% | $4,554-46.6% | $2,551-4.7% |
| Participant deferral / active EE | $4,646 | $6,519-28.7% | $7,897-41.2% | $4,139+12.2% |
| Admin fee / account holder | $1,699 | $8,390-79.8% | $13,129-87.1% | $7,234-76.5% |