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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 | $16,579 | $124,425-86.7% | $112,040-85.2% | $137,256-87.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 21.27% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $953 | $3,411-72.1% | $2,954-67.8% | $4,156-77.1% |
| Participant deferral / active EE | $2,299 | $5,718-59.8% | $5,098-54.9% | $6,407-64.1% |
| Admin fee / account holder | $404 | $15,207-97.3% | $12,098-96.7% | $12,270-96.7% |