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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 | $24,819 | $115,931-78.6% | $185,441-86.6% | $86,983-71.5% |
| Participation rate | 92.6% | 73.6%+19.0pp | 80.3%+12.3pp | 69.5%+23.1pp |
| Annual return | 16.37% | 21.47%-5.1pp | 20.16%-3.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,794 | $2,937-38.9% | $4,672-61.6% | $2,584-30.6% |
| Participant deferral / active EE | $4,692 | $4,551+3.1% | $6,152-23.7% | $4,194+11.9% |
| Admin fee / account holder | $2,439 | $10,687-77.2% | $17,890-86.4% | $7,856-69.0% |