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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 | $15,718 | $101,778-84.6% | $164,975-90.5% | $80,925-80.6% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 16.45% | 16.73%-0.3pp | 70.12%-53.7pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,110 | $2,954-28.6% | $4,343-51.4% | $2,756-23.5% |
| Participant deferral / active EE | $4,165 | $4,477-7.0% | $6,033-31.0% | $4,299-3.1% |
| Admin fee / account holder | $1,094 | $8,221-86.7% | $12,688-91.4% | $6,940-84.2% |