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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 | $11,299 | $59,839-81.1% | $81,988-86.2% | $79,858-85.9% |
| Participation rate | 92.5% | 61.6%+30.8pp | 69.3%+23.2pp | 69.6%+22.8pp |
| Annual return | 17.47% | 17.56%-0.1pp | 41.31%-23.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,824 | $1,713+6.5% | $2,498-27.0% | $2,471-26.2% |
| Participant deferral / active EE | $3,173 | $2,695+17.7% | $3,722-14.8% | $3,740-15.2% |
| Admin fee / account holder | $1,950 | $4,287-54.5% | $5,665-65.6% | $5,306-63.3% |