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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 | $19,622 | $106,749-81.6% | $145,433-86.5% | $82,448-76.2% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 18.12% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,472 | $3,444-28.2% | $4,554-45.7% | $2,551-3.1% |
| Participant deferral / active EE | $4,013 | $6,519-38.4% | $7,897-49.2% | $4,139-3.0% |
| Admin fee / account holder | $613 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |