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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 | $16,295 | $95,453-82.9% | $112,040-85.5% | $82,448-80.2% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.5%+11.6pp | 68.1%+20.0pp |
| Annual return | 16.74% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,469 | $2,318-36.6% | $2,954-50.3% | $2,551-42.4% |
| Participant deferral / active EE | $3,097 | $4,224-26.7% | $5,098-39.3% | $4,139-25.2% |
| Admin fee / account holder | $4,869 | $9,013-46.0% | $12,098-59.8% | $7,234-32.7% |