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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 | $17,657 | $124,425-85.8% | $112,040-84.2% | $137,256-87.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 18.31% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,909 | $3,411-44.0% | $2,954-35.4% | $4,156-54.1% |
| Participant deferral / active EE | $2,159 | $5,718-62.2% | $5,098-57.6% | $6,407-66.3% |
| Admin fee / account holder | $5,227 | $15,207-65.6% | $12,098-56.8% | $12,270-57.4% |