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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 | $16,825 | $106,749-84.2% | $145,433-88.4% | $82,448-79.6% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 21.04% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,766 | $3,444-19.7% | $4,554-39.3% | $2,551+8.4% |
| Participant deferral / active EE | $4,103 | $6,519-37.1% | $7,897-48.0% | $4,139-0.9% |
| Admin fee / account holder | $390 | $8,390-95.4% | $13,129-97.0% | $7,234-94.6% |