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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 | $18,237 | $73,787-75.3% | $98,716-81.5% | $82,448-77.9% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.3%+22.0pp | 68.1%+23.2pp |
| Annual return | 18.89% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $949 | $1,511-37.2% | $2,279-58.3% | $2,551-62.8% |
| Participant deferral / active EE | $2,001 | $3,081-35.0% | $4,048-50.6% | $4,139-51.6% |
| Admin fee / account holder | $720 | $6,500-88.9% | $8,703-91.7% | $7,234-90.0% |