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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 | $13,932 | $139,948-90.0% | $121,663-88.5% | $154,746-91.0% |
| Participation rate | 82.4% | 78.0%+4.3pp | 74.5%+7.9pp | 80.7%+1.7pp |
| Annual return | 15.30% | 230.52%-215.2pp | 147.54%-132.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $782 | $3,521-77.8% | $3,020-74.1% | $4,379-82.1% |
| Participant deferral / active EE | $2,608 | $5,629-53.7% | $4,887-46.6% | $6,730-61.3% |
| Admin fee / account holder | $1,068 | $17,321-93.8% | $14,289-92.5% | $14,365-92.6% |