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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 | $14,559 | $110,137-86.8% | $161,149-91.0% | $82,637-82.4% |
| Participation rate | 86.2% | 72.4%+13.9pp | 78.8%+7.4pp | 68.1%+18.2pp |
| Annual return | 25.50% | 20.69%+4.8pp | 21.16%+4.3pp | 53.51%-28.0pp |
| Employer contribution / active EE | $2,988 | $2,856+4.6% | $4,360-31.5% | $2,552+17.1% |
| Participant deferral / active EE | $4,112 | $4,575-10.1% | $6,153-33.2% | $4,126-0.3% |
| Admin fee / account holder | $1,749 | $9,467-81.5% | $15,194-88.5% | $7,339-76.2% |