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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 | $110,137-85.9% | $161,149-90.4% | $82,637-81.2% |
| Participation rate | 95.5% | 72.4%+23.1pp | 78.8%+16.6pp | 68.1%+27.4pp |
| Annual return | 18.80% | 20.69%-1.9pp | 21.16%-2.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,474 | $2,856-13.4% | $4,360-43.3% | $2,552-3.1% |
| Participant deferral / active EE | $2,827 | $4,575-38.2% | $6,153-54.1% | $4,126-31.5% |
| Admin fee / account holder | $489 | $9,467-94.8% | $15,194-96.8% | $7,339-93.3% |