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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 | $17,848 | $139,948-87.2% | $121,663-85.3% | $154,746-88.5% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 19.72% | 230.52%-210.8pp | 147.54%-127.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,288 | $3,521-63.4% | $3,020-57.4% | $4,379-70.6% |
| Participant deferral / active EE | $2,037 | $5,629-63.8% | $4,887-58.3% | $6,730-69.7% |
| Admin fee / account holder | $389 | $17,321-97.8% | $14,289-97.3% | $14,365-97.3% |