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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 | $16,723 | $71,197-76.5% | $93,669-82.1% | $80,925-79.3% |
| Participation rate | 91.7% | 60.4%+31.3pp | 68.7%+22.9pp | 67.7%+24.0pp |
| Annual return | 19.21% | 11.27%+7.9pp | 133.59%-114.4pp | 35.65%-16.4pp |
| Employer contribution / active EE | $2,198 | $1,565+40.5% | $2,424-9.3% | $2,756-20.2% |
| Participant deferral / active EE | $3,187 | $4,036-21.0% | $4,416-27.8% | $4,299-25.9% |
| Admin fee / account holder | $532 | $6,959-92.3% | $8,291-93.6% | $6,940-92.3% |