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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 | $106,749-85.2% | $145,433-89.1% | $82,448-80.8% |
| Participation rate | 91.4% | 75.6%+15.7pp | 82.1%+9.3pp | 68.1%+23.3pp |
| Annual return | 20.24% | 27.59%-7.4pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,293 | $3,444-33.4% | $4,554-49.7% | $2,551-10.1% |
| Participant deferral / active EE | $4,056 | $6,519-37.8% | $7,897-48.6% | $4,139-2.0% |
| Admin fee / account holder | $1,213 | $8,390-85.5% | $13,129-90.8% | $7,234-83.2% |