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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 | $14,649 | $73,787-80.1% | $98,716-85.2% | $82,448-82.2% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.3%+2.1pp | 68.1%+3.4pp |
| Annual return | 14.74% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,033 | $1,511-31.7% | $2,279-54.7% | $2,551-59.5% |
| Participant deferral / active EE | $2,350 | $3,081-23.7% | $4,048-41.9% | $4,139-43.2% |
| Admin fee / account holder | $3,213 | $6,500-50.6% | $8,703-63.1% | $7,234-55.6% |