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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 | $17,445 | $106,864-83.7% | $147,318-88.2% | $82,637-78.9% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 52.24% | 27.49%+24.8pp | 70.43%-18.2pp | 53.51%-1.3pp |
| Employer contribution / active EE | $2,515 | $3,417-26.4% | $4,593-45.2% | $2,552-1.4% |
| Participant deferral / active EE | $3,434 | $6,496-47.1% | $7,906-56.6% | $4,126-16.8% |
| Admin fee / account holder | $809 | $8,415-90.4% | $13,708-94.1% | $7,339-89.0% |