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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 | $17,780 | $94,031-81.1% | $115,768-84.6% | $82,448-78.4% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.4%+23.1pp | 68.1%+29.4pp |
| Annual return | 18.98% | 20.61%-1.6pp | 100.46%-81.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,478 | $2,323-36.4% | $2,940-49.7% | $2,551-42.1% |
| Participant deferral / active EE | $1,978 | $3,972-50.2% | $4,917-59.8% | $4,139-52.2% |
| Admin fee / account holder | $677 | $10,249-93.4% | $12,439-94.6% | $7,234-90.6% |