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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 | $21,643 | $72,492-70.1% | $87,104-75.2% | $72,975-70.3% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 21.19% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,159 | $1,894-38.8% | $2,521-54.0% | $2,440-52.5% |
| Participant deferral / active EE | $1,865 | $3,270-42.9% | $4,048-53.9% | $3,608-48.3% |
| Admin fee / account holder | $564 | $5,055-88.8% | $7,491-92.5% | $5,124-89.0% |