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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 | $17,439 | $81,504-78.6% | $102,437-83.0% | $80,959-78.5% |
| Participation rate | 93.1% | 66.9%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 11.01% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,076 | $3,104-65.3% | $3,871-72.2% | $2,757-61.0% |
| Participant deferral / active EE | $2,890 | $3,871-25.3% | $5,060-42.9% | $4,300-32.8% |
| Admin fee / account holder | $1,785 | $6,719-73.4% | $8,388-78.7% | $6,925-74.2% |