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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 | $18,965 | $106,749-82.2% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 17.45% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,061 | $3,444-69.2% | $4,554-76.7% | $2,551-58.4% |
| Participant deferral / active EE | $6,606 | $6,519+1.3% | $7,897-16.4% | $4,139+59.6% |
| Admin fee / account holder | $3,274 | $8,390-61.0% | $13,129-75.1% | $7,234-54.7% |