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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 | $19,928 | $97,550-79.6% | $120,344-83.4% | $87,485-77.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.7%+10.8pp | 68.9%+18.6pp |
| Annual return | 13.78% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,261 | $2,291-44.9% | $3,020-58.2% | $2,596-51.4% |
| Participant deferral / active EE | $2,317 | $4,230-45.2% | $5,135-54.9% | $4,274-45.8% |
| Admin fee / account holder | $3,520 | $9,543-63.1% | $12,742-72.4% | $7,775-54.7% |