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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 | $18,917 | $86,949-78.2% | $102,460-81.5% | $80,959-76.6% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 15.12% | 18.89%-3.8pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,333 | $2,370-43.7% | $3,025-55.9% | $2,757-51.6% |
| Participant deferral / active EE | $2,900 | $4,121-29.6% | $5,056-42.6% | $4,300-32.6% |
| Admin fee / account holder | $868 | $8,048-89.2% | $9,460-90.8% | $6,925-87.5% |