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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 | $21,769 | $65,041-66.5% | $90,965-76.1% | $79,858-72.7% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 22.77% | 30.45%-7.7pp | 134.57%-111.8pp | 31.72%-8.9pp |
| Employer contribution / active EE | $1,082 | $1,247-13.3% | $2,122-49.0% | $2,471-56.2% |
| Participant deferral / active EE | $2,816 | $2,512+12.1% | $3,373-16.5% | $3,740-24.7% |
| Admin fee / account holder | $2,190 | $4,536-51.7% | $5,960-63.2% | $5,306-58.7% |