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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 | $18,367 | $106,864-82.8% | $147,318-87.5% | $82,637-77.8% |
| Participation rate | 82.4% | 75.5%+6.8pp | 82.1%+0.3pp | 68.1%+14.3pp |
| Annual return | 19.26% | 27.49%-8.2pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,538 | $3,417-55.0% | $4,593-66.5% | $2,552-39.8% |
| Participant deferral / active EE | $7,332 | $6,496+12.9% | $7,906-7.3% | $4,126+77.7% |
| Admin fee / account holder | $4,126 | $8,415-51.0% | $13,708-69.9% | $7,339-43.8% |