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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 | $16,497 | $106,524-84.5% | $152,301-89.2% | $87,485-81.1% |
| Participation rate | 90.3% | 75.8%+14.6pp | 82.4%+7.9pp | 68.9%+21.4pp |
| Annual return | 16.54% | 26.89%-10.3pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,399 | $3,371-28.8% | $4,624-48.1% | $2,596-7.6% |
| Participant deferral / active EE | $3,764 | $6,525-42.3% | $8,004-53.0% | $4,274-11.9% |
| Admin fee / account holder | $1,762 | $8,287-78.7% | $14,398-87.8% | $7,775-77.3% |