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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 | $22,557 | $86,949-74.1% | $102,460-78.0% | $80,959-72.1% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 14.68% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,496 | $2,370-36.9% | $3,025-50.5% | $2,757-45.7% |
| Participant deferral / active EE | $4,628 | $4,121+12.3% | $5,056-8.5% | $4,300+7.6% |
| Admin fee / account holder | $1,907 | $8,048-76.3% | $9,460-79.8% | $6,925-72.5% |