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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 | $17,635 | $99,875-82.3% | $146,866-88.0% | $86,983-79.7% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 25.07% | 28.10%-3.0pp | 102.85%-77.8pp | 25.83%-0.8pp |
| Employer contribution / active EE | $3,906 | $3,224+21.2% | $4,425-11.7% | $2,584+51.1% |
| Participant deferral / active EE | $3,825 | $6,322-39.5% | $7,759-50.7% | $4,194-8.8% |
| Admin fee / account holder | $1,357 | $7,838-82.7% | $13,620-90.0% | $7,856-82.7% |