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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 | $17,730 | $106,749-83.4% | $145,433-87.8% | $82,448-78.5% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 18.78% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,861 | $3,444-46.0% | $4,554-59.1% | $2,551-27.0% |
| Participant deferral / active EE | $3,910 | $6,519-40.0% | $7,897-50.5% | $4,139-5.5% |
| Admin fee / account holder | $755 | $8,390-91.0% | $13,129-94.3% | $7,234-89.6% |