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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 | $14,712 | $71,197-79.3% | $93,669-84.3% | $80,925-81.8% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.7%+24.6pp |
| Annual return | 16.90% | 11.27%+5.6pp | 133.59%-116.7pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,683 | $1,565+7.6% | $2,424-30.5% | $2,756-38.9% |
| Participant deferral / active EE | $4,365 | $4,036+8.2% | $4,416-1.1% | $4,299+1.5% |
| Admin fee / account holder | $399 | $6,959-94.3% | $8,291-95.2% | $6,940-94.3% |