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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 | $14,665 | $95,453-84.6% | $112,040-86.9% | $82,448-82.2% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 25.04% | 23.92%+1.1pp | 24.52%+0.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,452 | $2,318-37.4% | $2,954-50.9% | $2,551-43.1% |
| Participant deferral / active EE | $2,752 | $4,224-34.8% | $5,098-46.0% | $4,139-33.5% |
| Admin fee / account holder | $392 | $9,013-95.7% | $12,098-96.8% | $7,234-94.6% |