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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 | $13,127 | $126,661-89.6% | $113,397-88.4% | $138,895-90.5% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 26.70% | 25.05%+1.6pp | 23.20%+3.5pp | 145.39%-118.7pp |
| Employer contribution / active EE | $1,866 | $3,456-46.0% | $2,977-37.3% | $4,194-55.5% |
| Participant deferral / active EE | $3,344 | $5,693-41.3% | $5,076-34.1% | $6,396-47.7% |
| Admin fee / account holder | $964 | $14,549-93.4% | $11,957-91.9% | $12,562-92.3% |