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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 | $16,690 | $106,864-84.4% | $147,318-88.7% | $82,637-79.8% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 17.14% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,673 | $3,417+7.5% | $4,593-20.0% | $2,552+43.9% |
| Participant deferral / active EE | $5,393 | $6,496-17.0% | $7,906-31.8% | $4,126+30.7% |
| Admin fee / account holder | $3,290 | $8,415-60.9% | $13,708-76.0% | $7,339-55.2% |