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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 | $15,681 | $77,962-79.9% | $178,540-91.2% | $80,935-80.6% |
| Participation rate | 94.3% | 65.7%+28.6pp | 77.1%+17.1pp | 67.7%+26.6pp |
| Annual return | 18.74% | 18.10%+0.6pp | 27.15%-8.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,904 | $2,280-16.5% | $3,953-51.8% | $2,757-30.9% |
| Participant deferral / active EE | $3,441 | $4,404-21.9% | $6,281-45.2% | $4,299-20.0% |
| Admin fee / account holder | $2,108 | $7,156-70.5% | $10,424-79.8% | $6,924-69.6% |