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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 | $15,542 | $115,931-86.6% | $185,441-91.6% | $86,983-82.1% |
| Participation rate | 95.5% | 73.6%+21.8pp | 80.3%+15.2pp | 69.5%+25.9pp |
| Annual return | 18.80% | 21.47%-2.7pp | 20.16%-1.4pp | 25.83%-7.0pp |
| Employer contribution / active EE | $2,474 | $2,937-15.8% | $4,672-47.1% | $2,584-4.3% |
| Participant deferral / active EE | $2,827 | $4,551-37.9% | $6,152-54.0% | $4,194-32.6% |
| Admin fee / account holder | $489 | $10,687-95.4% | $17,890-97.3% | $7,856-93.8% |