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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 | $22,942 | $106,864-78.5% | $147,318-84.4% | $82,637-72.2% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.1%+8.8pp | 68.1%+22.9pp |
| Annual return | 16.93% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,696 | $3,417-50.4% | $4,593-63.1% | $2,552-33.6% |
| Participant deferral / active EE | $4,496 | $6,496-30.8% | $7,906-43.1% | $4,126+9.0% |
| Admin fee / account holder | $5,018 | $8,415-40.4% | $13,708-63.4% | $7,339-31.6% |