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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 | $12,367 | $95,453-87.0% | $112,040-89.0% | $82,448-85.0% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 22.97% | 23.92%-0.9pp | 24.52%-1.5pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,338 | $2,318-42.3% | $2,954-54.7% | $2,551-47.6% |
| Participant deferral / active EE | $2,243 | $4,224-46.9% | $5,098-56.0% | $4,139-45.8% |
| Admin fee / account holder | $1,443 | $9,013-84.0% | $12,098-88.1% | $7,234-80.1% |