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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 | $17,905 | $72,269-75.2% | $101,271-82.3% | $79,852-77.6% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | 17.23% | 22.29%-5.1pp | 46.48%-29.2pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,235 | $2,692-54.1% | $3,660-66.3% | $2,471-50.0% |
| Participant deferral / active EE | $2,574 | $3,282-21.6% | $4,371-41.1% | $3,740-31.2% |
| Admin fee / account holder | $505 | $4,401-88.5% | $5,948-91.5% | $5,306-90.5% |