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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 | $15,998 | $106,524-85.0% | $152,301-89.5% | $87,485-81.7% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.4%-1.7pp | 68.9%+11.8pp |
| Annual return | 18.04% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,356 | $3,371-59.8% | $4,624-70.7% | $2,596-47.8% |
| Participant deferral / active EE | $2,863 | $6,525-56.1% | $8,004-64.2% | $4,274-33.0% |
| Admin fee / account holder | $1,541 | $8,287-81.4% | $14,398-89.3% | $7,775-80.2% |