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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 | $16,782 | $106,749-84.3% | $145,433-88.5% | $82,448-79.6% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 24.05% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,420 | $3,444-29.7% | $4,554-46.9% | $2,551-5.1% |
| Participant deferral / active EE | $5,450 | $6,519-16.4% | $7,897-31.0% | $4,139+31.7% |
| Admin fee / account holder | $2,322 | $8,390-72.3% | $13,129-82.3% | $7,234-67.9% |