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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 | $95,453-70.2% | $112,040-74.6% | $82,448-65.5% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.0pp |
| Annual return | 16.07% | 23.92%-7.9pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,299 | $2,318-43.9% | $2,954-56.0% | $2,551-49.1% |
| Participant deferral / active EE | $2,863 | $4,224-32.2% | $5,098-43.8% | $4,139-30.8% |
| Admin fee / account holder | $915 | $9,013-89.8% | $12,098-92.4% | $7,234-87.3% |