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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 | $15,823 | $106,524-85.1% | $152,301-89.6% | $87,485-81.9% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.4%+8.9pp | 68.9%+22.4pp |
| Annual return | 20.24% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $2,293 | $3,371-32.0% | $4,624-50.4% | $2,596-11.7% |
| Participant deferral / active EE | $4,056 | $6,525-37.8% | $8,004-49.3% | $4,274-5.1% |
| Admin fee / account holder | $1,213 | $8,287-85.4% | $14,398-91.6% | $7,775-84.4% |