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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 | $100,194-80.1% | $122,979-83.8% | $86,983-77.1% |
| Participation rate | 87.5% | 73.0%+14.5pp | 77.2%+10.3pp | 69.5%+18.0pp |
| Annual return | 13.78% | 16.47%-2.7pp | 20.12%-6.3pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,261 | $2,326-45.8% | $3,062-58.8% | $2,584-51.2% |
| Participant deferral / active EE | $2,317 | $4,133-43.9% | $5,003-53.7% | $4,194-44.8% |
| Admin fee / account holder | $3,520 | $10,148-65.3% | $12,864-72.6% | $7,856-55.2% |