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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 | $99,875-83.2% | $146,866-88.5% | $86,983-80.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 21.04% | 28.10%-7.1pp | 102.85%-81.8pp | 25.83%-4.8pp |
| Employer contribution / active EE | $2,766 | $3,224-14.2% | $4,425-37.5% | $2,584+7.0% |
| Participant deferral / active EE | $4,103 | $6,322-35.1% | $7,759-47.1% | $4,194-2.2% |
| Admin fee / account holder | $390 | $7,838-95.0% | $13,620-97.1% | $7,856-95.0% |