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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 | $17,622 | $106,749-83.5% | $145,433-87.9% | $82,448-78.6% |
| Participation rate | 88.6% | 75.6%+12.9pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,953 | $3,444-14.3% | $4,554-35.2% | $2,551+15.8% |
| Participant deferral / active EE | $6,072 | $6,519-6.9% | $7,897-23.1% | $4,139+46.7% |
| Admin fee / account holder | $897 | $8,390-89.3% | $13,129-93.2% | $7,234-87.6% |