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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 | $21,173 | $95,453-77.8% | $112,040-81.1% | $82,448-74.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.5%+21.2pp | 68.1%+29.6pp |
| Annual return | 16.93% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,576 | $2,318-32.0% | $2,954-46.7% | $2,551-38.2% |
| Participant deferral / active EE | $3,278 | $4,224-22.4% | $5,098-35.7% | $4,139-20.8% |
| Admin fee / account holder | $2,650 | $9,013-70.6% | $12,098-78.1% | $7,234-63.4% |