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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 | $13,542 | $72,486-81.3% | $87,103-84.5% | $72,976-81.4% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 21.55% | 24.46%-2.9pp | 28.19%-6.6pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,045 | $1,894-44.8% | $2,521-58.6% | $2,440-57.2% |
| Participant deferral / active EE | $2,115 | $3,270-35.3% | $4,049-47.7% | $3,608-41.4% |
| Admin fee / account holder | $2,602 | $5,055-48.5% | $7,491-65.3% | $5,124-49.2% |