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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 | $19,498 | $138,312-85.9% | $122,979-84.1% | $155,188-87.4% |
| Participation rate | 95.8% | 80.2%+15.6pp | 77.2%+18.6pp | 80.8%+15.0pp |
| Annual return | 20.71% | 22.06%-1.4pp | 20.12%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,654 | $3,530-53.2% | $3,062-46.0% | $4,248-61.1% |
| Participant deferral / active EE | $2,484 | $5,592-55.6% | $5,003-50.4% | $6,531-62.0% |
| Admin fee / account holder | $2,140 | $15,089-85.8% | $12,864-83.4% | $14,480-85.2% |