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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 | $16,902 | $126,661-86.7% | $113,397-85.1% | $138,895-87.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 24.95% | 25.05%-0.1pp | 23.20%+1.7pp | 145.39%-120.4pp |
| Employer contribution / active EE | $2,393 | $3,456-30.8% | $2,977-19.6% | $4,194-42.9% |
| Participant deferral / active EE | $2,992 | $5,693-47.4% | $5,076-41.1% | $6,396-53.2% |
| Admin fee / account holder | $987 | $14,549-93.2% | $11,957-91.7% | $12,562-92.1% |