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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 | $12,930 | $72,027-82.0% | $185,861-93.0% | $79,856-83.8% |
| Participation rate | 96.4% | 65.8%+30.6pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 17.84% | 23.13%-5.3pp | 35.96%-18.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,339 | $1,965-31.9% | $4,088-67.2% | $2,471-45.8% |
| Participant deferral / active EE | $2,463 | $3,780-34.8% | $5,634-56.3% | $3,741-34.2% |
| Admin fee / account holder | $439 | $4,513-90.3% | $9,503-95.4% | $5,306-91.7% |