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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 | $23,593 | $86,949-72.9% | $102,460-77.0% | $80,959-70.9% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 16.19% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,813 | $2,370-23.5% | $3,025-40.1% | $2,757-34.2% |
| Participant deferral / active EE | $2,943 | $4,121-28.6% | $5,056-41.8% | $4,300-31.6% |
| Admin fee / account holder | $413 | $8,048-94.9% | $9,460-95.6% | $6,925-94.0% |