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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 | $106,749-84.4% | $145,433-88.5% | $82,448-79.8% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,673 | $3,444+6.6% | $4,554-19.4% | $2,551+44.0% |
| Participant deferral / active EE | $5,393 | $6,519-17.3% | $7,897-31.7% | $4,139+30.3% |
| Admin fee / account holder | $3,290 | $8,390-60.8% | $13,129-74.9% | $7,234-54.5% |