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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 | $15,666 | $68,880-77.3% | $120,580-87.0% | $80,959-80.6% |
| Participation rate | 94.9% | 61.7%+33.2pp | 72.0%+22.9pp | 67.7%+27.2pp |
| Annual return | 12.38% | 23.68%-11.3pp | 107.48%-95.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,250 | $2,066+8.9% | $3,469-35.1% | $2,757-18.4% |
| Participant deferral / active EE | $2,868 | $3,191-10.1% | $4,995-42.6% | $4,300-33.3% |
| Admin fee / account holder | $3,097 | $5,785-46.5% | $9,418-67.1% | $6,925-55.3% |