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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 | $21,547 | $77,574-72.2% | $108,753-80.2% | $86,983-75.2% |
| Participation rate | 86.7% | 62.3%+24.4pp | 71.1%+15.6pp | 69.5%+17.1pp |
| Annual return | 11.93% | 18.42%-6.5pp | 37.47%-25.5pp | 25.83%-13.9pp |
| Employer contribution / active EE | $956 | $1,611-40.6% | $2,427-60.6% | $2,584-63.0% |
| Participant deferral / active EE | $2,626 | $3,128-16.1% | $4,115-36.2% | $4,194-37.4% |
| Admin fee / account holder | $2,242 | $6,529-65.7% | $10,320-78.3% | $7,856-71.5% |