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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 | $15,369 | $77,896-80.3% | $134,172-88.5% | $82,448-81.4% |
| Participation rate | 90.3% | 62.8%+27.5pp | 72.5%+17.9pp | 68.1%+22.3pp |
| Annual return | 20.99% | 18.21%+2.8pp | 25.30%-4.3pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,988 | $2,159+131.0% | $3,420+45.8% | $2,551+95.5% |
| Participant deferral / active EE | $5,105 | $3,162+61.5% | $4,690+8.8% | $4,139+23.3% |
| Admin fee / account holder | $778 | $6,336-87.7% | $12,016-93.5% | $7,234-89.3% |