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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 | $10,845 | $114,712-90.5% | $173,730-93.8% | $87,485-87.6% |
| Participation rate | 91.2% | 73.0%+18.2pp | 79.6%+11.6pp | 68.9%+22.2pp |
| Annual return | 20.05% | 20.18%-0.1pp | 19.96%+0.1pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,247 | $2,904-57.1% | $4,577-72.8% | $2,596-52.0% |
| Participant deferral / active EE | $2,817 | $4,642-39.3% | $6,326-55.5% | $4,274-34.1% |
| Admin fee / account holder | $1,479 | $10,210-85.5% | $17,523-91.6% | $7,775-81.0% |