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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 | $19,185 | $108,825-82.4% | $156,181-87.7% | $82,448-76.7% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 16.48% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,180 | $2,870-24.0% | $4,294-49.2% | $2,551-14.6% |
| Participant deferral / active EE | $4,297 | $4,577-6.1% | $6,132-29.9% | $4,139+3.8% |
| Admin fee / account holder | $2,962 | $9,341-68.3% | $14,586-79.7% | $7,234-59.1% |