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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 | $16,328 | $78,670-79.2% | $109,173-85.0% | $85,847-81.0% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 20.11% | 25.09%-5.0pp | 25.75%-5.6pp | 318.61%-298.5pp |
| Employer contribution / active EE | $3,046 | $2,734+11.4% | $3,723-18.2% | $2,565+18.7% |
| Participant deferral / active EE | $3,107 | $3,467-10.4% | $4,654-33.2% | $3,952-21.4% |
| Admin fee / account holder | $2,209 | $5,469-59.6% | $6,755-67.3% | $6,261-64.7% |