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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 | $16,487 | $110,137-85.0% | $161,149-89.8% | $82,637-80.0% |
| Participation rate | 86.5% | 72.4%+14.1pp | 78.8%+7.6pp | 68.1%+18.4pp |
| Annual return | 25.42% | 20.69%+4.7pp | 21.16%+4.3pp | 53.51%-28.1pp |
| Employer contribution / active EE | $1,341 | $2,856-53.0% | $4,360-69.2% | $2,552-47.4% |
| Participant deferral / active EE | $4,739 | $4,575+3.6% | $6,153-23.0% | $4,126+14.9% |
| Admin fee / account holder | $1,342 | $9,467-85.8% | $15,194-91.2% | $7,339-81.7% |