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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 | $17,180 | $95,453-82.0% | $112,040-84.7% | $82,448-79.2% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.5%+15.2pp | 68.1%+23.6pp |
| Annual return | 12.50% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,662 | $2,318-28.3% | $2,954-43.7% | $2,551-34.8% |
| Participant deferral / active EE | $2,334 | $4,224-44.7% | $5,098-54.2% | $4,139-43.6% |
| Admin fee / account holder | $22,495 | $9,013+149.6% | $12,098+85.9% | $7,234+210.9% |