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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 | $22,299 | $67,602-67.0% | $82,312-72.9% | $70,126-68.2% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,197 | $1,755-31.8% | $2,428-50.7% | $2,343-48.9% |
| Participant deferral / active EE | $2,582 | $2,987-13.6% | $3,706-30.3% | $3,332-22.5% |
| Admin fee / account holder | $2,385 | $4,512-47.1% | $5,608-57.5% | $4,645-48.7% |