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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 | $15,654 | $72,272-78.3% | $101,264-84.5% | $79,858-80.4% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 14.35% | 22.30%-7.9pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,984 | $2,692+10.9% | $3,660-18.5% | $2,471+20.8% |
| Participant deferral / active EE | $5,436 | $3,282+65.7% | $4,370+24.4% | $3,740+45.3% |
| Admin fee / account holder | $3,429 | $4,401-22.1% | $5,947-42.3% | $5,306-35.4% |