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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 | $12,414 | $97,550-87.3% | $120,344-89.7% | $87,485-85.8% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.7%+19.4pp | 68.9%+27.2pp |
| Annual return | 18.92% | 18.41%+0.5pp | 20.30%-1.4pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,133 | $2,291-50.5% | $3,020-62.5% | $2,596-56.4% |
| Participant deferral / active EE | $2,335 | $4,230-44.8% | $5,135-54.5% | $4,274-45.4% |
| Admin fee / account holder | $465 | $9,543-95.1% | $12,742-96.3% | $7,775-94.0% |