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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 | $15,078 | $106,749-85.9% | $145,433-89.6% | $82,448-81.7% |
| Participation rate | 96.1% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 22.89% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $2,115 | $3,444-38.6% | $4,554-53.6% | $2,551-17.1% |
| Participant deferral / active EE | $3,345 | $6,519-48.7% | $7,897-57.6% | $4,139-19.2% |
| Admin fee / account holder | $915 | $8,390-89.1% | $13,129-93.0% | $7,234-87.3% |