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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 | $106,864-84.6% | $147,318-88.8% | $82,637-80.0% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 16.54% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,399 | $3,417-29.8% | $4,593-47.8% | $2,552-6.0% |
| Participant deferral / active EE | $3,764 | $6,496-42.1% | $7,906-52.4% | $4,126-8.8% |
| Admin fee / account holder | $1,762 | $8,415-79.1% | $13,708-87.1% | $7,339-76.0% |