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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 | $145,431-89.5% | $211,142-92.8% | $87,485-82.6% |
| Participation rate | 89.8% | 84.7%+5.0pp | 87.3%+2.5pp | 68.9%+20.9pp |
| Annual return | 17.65% | 27.21%-9.6pp | 46.84%-29.2pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,676 | $4,662-64.0% | $6,442-74.0% | $2,596-35.4% |
| Participant deferral / active EE | $3,651 | $6,859-46.8% | $9,284-60.7% | $4,274-14.6% |
| Admin fee / account holder | $1,885 | $17,052-88.9% | $19,076-90.1% | $7,775-75.8% |