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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 | $15,043 | $72,492-79.2% | $87,104-82.7% | $72,975-79.4% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 19.81% | 24.46%-4.7pp | 28.19%-8.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $961 | $1,894-49.3% | $2,521-61.9% | $2,440-60.6% |
| Participant deferral / active EE | $2,605 | $3,270-20.3% | $4,048-35.7% | $3,608-27.8% |
| Admin fee / account holder | $1,701 | $5,055-66.4% | $7,491-77.3% | $5,124-66.8% |