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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 | $16,570 | $126,661-86.9% | $113,397-85.4% | $138,895-88.1% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.5%+6.1pp | 79.9%+2.7pp |
| Annual return | 22.60% | 25.05%-2.5pp | 23.20%-0.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,508 | $3,456-27.4% | $2,977-15.7% | $4,194-40.2% |
| Participant deferral / active EE | $4,629 | $5,693-18.7% | $5,076-8.8% | $6,396-27.6% |
| Admin fee / account holder | $1,568 | $14,549-89.2% | $11,957-86.9% | $12,562-87.5% |