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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 | $18,555 | $106,749-82.6% | $145,433-87.2% | $82,448-77.5% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 19.26% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $876 | $3,444-74.6% | $4,554-80.8% | $2,551-65.7% |
| Participant deferral / active EE | $4,329 | $6,519-33.6% | $7,897-45.2% | $4,139+4.6% |
| Admin fee / account holder | $483 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |