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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 | $106,524-84.2% | $152,301-89.0% | $87,485-80.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 21.04% | 26.89%-5.8pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $2,766 | $3,371-18.0% | $4,624-40.2% | $2,596+6.5% |
| Participant deferral / active EE | $4,103 | $6,525-37.1% | $8,004-48.7% | $4,274-4.0% |
| Admin fee / account holder | $390 | $8,287-95.3% | $14,398-97.3% | $7,775-95.0% |