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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 | $28,463 | $97,550-70.8% | $120,344-76.3% | $87,485-67.5% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.7%+15.4pp | 68.9%+23.2pp |
| Annual return | 16.07% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,299 | $2,291-43.3% | $3,020-57.0% | $2,596-50.0% |
| Participant deferral / active EE | $2,863 | $4,230-32.3% | $5,135-44.3% | $4,274-33.0% |
| Admin fee / account holder | $915 | $9,543-90.4% | $12,742-92.8% | $7,775-88.2% |