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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 | $11,179 | $69,444-83.9% | $92,985-88.0% | $87,485-87.2% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.2pp | 68.9%+22.7pp |
| Annual return | 16.69% | 23.85%-7.2pp | 27.99%-11.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,382 | $1,917-27.9% | $2,662-48.1% | $2,596-46.8% |
| Participant deferral / active EE | $3,356 | $3,364-0.2% | $4,377-23.3% | $4,274-21.5% |
| Admin fee / account holder | $2,458 | $6,137-59.9% | $9,463-74.0% | $7,775-68.4% |