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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 | $13,053 | $114,712-88.6% | $173,730-92.5% | $87,485-85.1% |
| Participation rate | 93.8% | 73.0%+20.8pp | 79.6%+14.2pp | 68.9%+24.8pp |
| Annual return | 18.26% | 20.18%-1.9pp | 19.96%-1.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,556 | $2,904-46.4% | $4,577-66.0% | $2,596-40.1% |
| Participant deferral / active EE | $2,636 | $4,642-43.2% | $6,326-58.3% | $4,274-38.3% |
| Admin fee / account holder | $1,713 | $10,210-83.2% | $17,523-90.2% | $7,775-78.0% |