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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 | $16,986 | $76,834-77.9% | $108,359-84.3% | $87,485-80.6% |
| Participation rate | 85.4% | 61.7%+23.7pp | 70.1%+15.3pp | 68.9%+16.5pp |
| Annual return | 14.70% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,244 | $1,556-20.0% | $2,399-48.1% | $2,596-52.1% |
| Participant deferral / active EE | $2,506 | $3,100-19.2% | $4,137-39.4% | $4,274-41.4% |
| Admin fee / account holder | $1,326 | $6,537-79.7% | $9,741-86.4% | $7,775-82.9% |