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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 | $17,336 | $72,492-76.1% | $87,102-80.1% | $72,983-76.2% |
| Participation rate | 98.4% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 20.19% | 24.46%-4.3pp | 28.19%-8.0pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,480 | $1,894-21.8% | $2,521-41.3% | $2,440-39.3% |
| Participant deferral / active EE | $2,846 | $3,270-12.9% | $4,048-29.7% | $3,608-21.1% |
| Admin fee / account holder | $2,057 | $5,055-59.3% | $7,491-72.5% | $5,124-59.9% |