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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 | $106,749-83.4% | $145,433-87.8% | $82,448-78.5% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 18.55% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,076 | $3,444-39.7% | $4,554-54.4% | $2,551-18.6% |
| Participant deferral / active EE | $5,586 | $6,519-14.3% | $7,897-29.3% | $4,139+34.9% |
| Admin fee / account holder | $483 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |