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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 | $16,190 | $162,967-90.1% | $135,792-88.1% | $138,895-88.3% |
| Participation rate | 84.6% | 78.3%+6.3pp | 72.6%+12.0pp | 79.9%+4.7pp |
| Annual return | 28.18% | 30.08%-1.9pp | 25.96%+2.2pp | 145.39%-117.2pp |
| Employer contribution / active EE | $2,222 | $4,211-47.2% | $3,496-36.4% | $4,194-47.0% |
| Participant deferral / active EE | $3,475 | $5,640-38.4% | $4,759-27.0% | $6,396-45.7% |
| Admin fee / account holder | $3,035 | $15,306-80.2% | $12,266-75.3% | $12,562-75.8% |