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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 | $19,847 | $106,864-81.4% | $147,318-86.5% | $82,637-76.0% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 17.65% | 27.49%-9.8pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,323 | $3,417-32.0% | $4,593-49.4% | $2,552-9.0% |
| Participant deferral / active EE | $4,378 | $6,496-32.6% | $7,906-44.6% | $4,126+6.1% |
| Admin fee / account holder | $673 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |