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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 | $15,037 | $154,228-90.3% | $145,433-89.7% | $137,256-89.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,753 | $4,804-63.5% | $4,554-61.5% | $4,156-57.8% |
| Participant deferral / active EE | $4,828 | $8,216-41.2% | $7,897-38.9% | $6,407-24.6% |
| Admin fee / account holder | $1,870 | $14,344-87.0% | $13,129-85.8% | $12,270-84.8% |