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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 | $18,242 | $73,955-75.3% | $96,520-81.1% | $75,181-75.7% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 17.21% | 26.72%-9.5pp | 35.72%-18.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $2,417 | $2,930-17.5% | $3,739-35.4% | $2,671-9.5% |
| Participant deferral / active EE | $3,603 | $3,659-1.5% | $4,879-26.1% | $4,126-12.7% |
| Admin fee / account holder | $2,183 | $5,217-58.2% | $6,733-67.6% | $5,650-61.4% |