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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 | $15,216 | $106,524-85.7% | $152,301-90.0% | $87,485-82.6% |
| Participation rate | 84.2% | 75.8%+8.5pp | 82.4%+1.8pp | 68.9%+15.3pp |
| Annual return | 17.99% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,325 | $3,371-60.7% | $4,624-71.4% | $2,596-49.0% |
| Participant deferral / active EE | $3,101 | $6,525-52.5% | $8,004-61.3% | $4,274-27.4% |
| Admin fee / account holder | $1,246 | $8,287-85.0% | $14,398-91.3% | $7,775-84.0% |