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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 | $16,150 | $106,749-84.9% | $145,433-88.9% | $82,448-80.4% |
| Participation rate | 88.1% | 75.6%+12.5pp | 82.1%+6.0pp | 68.1%+20.1pp |
| Annual return | 20.27% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,603 | $3,444-24.4% | $4,554-42.9% | $2,551+2.0% |
| Participant deferral / active EE | $2,714 | $6,519-58.4% | $7,897-65.6% | $4,139-34.4% |
| Admin fee / account holder | $552 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |