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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 | $14,005 | $77,896-82.0% | $134,172-89.6% | $82,448-83.0% |
| Participation rate | 74.3% | 62.8%+11.5pp | 72.5%+1.8pp | 68.1%+6.2pp |
| Annual return | 19.59% | 18.21%+1.4pp | 25.30%-5.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,381 | $2,159-36.1% | $3,420-59.6% | $2,551-45.9% |
| Participant deferral / active EE | $2,830 | $3,162-10.5% | $4,690-39.7% | $4,139-31.6% |
| Admin fee / account holder | $3,843 | $6,336-39.3% | $12,016-68.0% | $7,234-46.9% |