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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 | $16,214 | $106,749-84.8% | $145,433-88.9% | $82,448-80.3% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 26.62% | 27.59%-1.0pp | 66.58%-40.0pp | 41.64%-15.0pp |
| Employer contribution / active EE | $2,692 | $3,444-21.8% | $4,554-40.9% | $2,551+5.5% |
| Participant deferral / active EE | $3,926 | $6,519-39.8% | $7,897-50.3% | $4,139-5.2% |
| Admin fee / account holder | $1,390 | $8,390-83.4% | $13,129-89.4% | $7,234-80.8% |