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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 | $15,073 | $115,931-87.0% | $185,441-91.9% | $86,983-82.7% |
| Participation rate | 89.7% | 73.6%+16.1pp | 80.3%+9.5pp | 69.5%+20.2pp |
| Annual return | 13.73% | 21.47%-7.7pp | 20.16%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,418 | $2,937-17.7% | $4,672-48.2% | $2,584-6.4% |
| Participant deferral / active EE | $2,854 | $4,551-37.3% | $6,152-53.6% | $4,194-31.9% |
| Admin fee / account holder | $2,572 | $10,687-75.9% | $17,890-85.6% | $7,856-67.3% |