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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 | $19,449 | $106,524-81.7% | $152,301-87.2% | $87,485-77.8% |
| Participation rate | 97.2% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.3pp |
| Annual return | 20.73% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,932 | $3,371-13.0% | $4,624-36.6% | $2,596+13.0% |
| Participant deferral / active EE | $8,139 | $6,525+24.7% | $8,004+1.7% | $4,274+90.5% |
| Admin fee / account holder | $1,243 | $8,287-85.0% | $14,398-91.4% | $7,775-84.0% |