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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 | $19,923 | $95,453-79.1% | $112,040-82.2% | $82,448-75.8% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 14.68% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $887 | $2,318-61.7% | $2,954-70.0% | $2,551-65.2% |
| Participant deferral / active EE | $2,067 | $4,224-51.1% | $5,098-59.5% | $4,139-50.1% |
| Admin fee / account holder | $795 | $9,013-91.2% | $12,098-93.4% | $7,234-89.0% |