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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 | $15,223 | $146,267-89.6% | $197,124-92.3% | $82,448-81.5% |
| Participation rate | 89.8% | 84.0%+5.8pp | 86.7%+3.1pp | 68.1%+21.7pp |
| Annual return | 17.65% | 29.61%-12.0pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,676 | $4,723-64.5% | $6,227-73.1% | $2,551-34.3% |
| Participant deferral / active EE | $3,651 | $7,035-48.1% | $9,135-60.0% | $4,139-11.8% |
| Admin fee / account holder | $1,885 | $14,422-86.9% | $16,298-88.4% | $7,234-73.9% |