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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 | $16,007 | $162,136-90.1% | $152,301-89.5% | $154,746-89.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.58% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,895 | $4,890-61.2% | $4,624-59.0% | $4,379-56.7% |
| Participant deferral / active EE | $4,086 | $8,341-51.0% | $8,004-49.0% | $6,730-39.3% |
| Admin fee / account holder | $1,385 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |