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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 | $100,194-87.6% | $122,979-89.9% | $86,983-85.7% |
| Participation rate | 96.2% | 73.0%+23.2pp | 77.2%+19.0pp | 69.5%+26.6pp |
| Annual return | 18.92% | 16.47%+2.4pp | 20.12%-1.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,133 | $2,326-51.3% | $3,062-63.0% | $2,584-56.2% |
| Participant deferral / active EE | $2,335 | $4,133-43.5% | $5,003-53.3% | $4,194-44.3% |
| Admin fee / account holder | $465 | $10,148-95.4% | $12,864-96.4% | $7,856-94.1% |