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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 | $13,777 | $56,054-75.4% | $171,082-91.9% | $62,881-78.1% |
| Participation rate | 83.6% | 62.9%+20.8pp | 76.7%+6.9pp | 69.3%+14.3pp |
| Annual return | 17.47% | 22.52%-5.0pp | 32.56%-15.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $1,208 | $1,731-30.2% | $4,002-69.8% | $2,281-47.0% |
| Participant deferral / active EE | $2,005 | $3,158-36.5% | $4,797-58.2% | $3,203-37.4% |
| Admin fee / account holder | $881 | $3,647-75.8% | $8,520-89.7% | $4,296-79.5% |