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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 | $15,674 | $95,453-83.6% | $112,040-86.0% | $82,448-81.0% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.5%+5.6pp | 68.1%+14.0pp |
| Annual return | 30.56% | 23.92%+6.6pp | 24.52%+6.0pp | 41.64%-11.1pp |
| Employer contribution / active EE | $816 | $2,318-64.8% | $2,954-72.4% | $2,551-68.0% |
| Participant deferral / active EE | $6,112 | $4,224+44.7% | $5,098+19.9% | $4,139+47.7% |
| Admin fee / account holder | $5,938 | $9,013-34.1% | $12,098-50.9% | $7,234-17.9% |