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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 | $108,825-86.6% | $156,181-90.7% | $82,448-82.3% |
| Participation rate | 86.2% | 72.4%+13.8pp | 78.8%+7.4pp | 68.1%+18.1pp |
| Annual return | 25.50% | 20.59%+4.9pp | 64.87%-39.4pp | 41.64%-16.1pp |
| Employer contribution / active EE | $2,988 | $2,870+4.1% | $4,294-30.4% | $2,551+17.1% |
| Participant deferral / active EE | $4,112 | $4,577-10.2% | $6,132-32.9% | $4,139-0.7% |
| Admin fee / account holder | $1,749 | $9,341-81.3% | $14,586-88.0% | $7,234-75.8% |