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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 | $17,675 | $95,453-81.5% | $112,040-84.2% | $82,448-78.6% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 19.34% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,862 | $2,318-19.7% | $2,954-37.0% | $2,551-27.0% |
| Participant deferral / active EE | $3,001 | $4,224-29.0% | $5,098-41.1% | $4,139-27.5% |
| Admin fee / account holder | $1,107 | $9,013-87.7% | $12,098-90.8% | $7,234-84.7% |