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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 | $17,217 | $89,532-80.8% | $103,447-83.4% | $80,925-78.7% |
| Participation rate | 84.2% | 76.0%+8.2pp | 80.5%+3.7pp | 67.7%+16.6pp |
| Annual return | 13.02% | 22.80%-9.8pp | 23.92%-10.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,946 | $4,023-51.6% | $4,678-58.4% | $2,756-29.4% |
| Participant deferral / active EE | $3,825 | $5,459-29.9% | $6,624-42.3% | $4,299-11.0% |
| Admin fee / account holder | $2,327 | $6,774-65.6% | $9,415-75.3% | $6,940-66.5% |