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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 | $17,705 | $99,875-82.3% | $146,866-87.9% | $86,983-79.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 18.55% | 28.10%-9.5pp | 102.85%-84.3pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,076 | $3,224-35.6% | $4,425-53.1% | $2,584-19.7% |
| Participant deferral / active EE | $5,586 | $6,322-11.6% | $7,759-28.0% | $4,194+33.2% |
| Admin fee / account holder | $483 | $7,838-93.8% | $13,620-96.5% | $7,856-93.8% |