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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 | $106,524-81.6% | $152,301-87.1% | $87,485-77.6% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.4%+15.7pp | 68.9%+29.2pp |
| Annual return | 18.12% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,472 | $3,371-26.7% | $4,624-46.5% | $2,596-4.8% |
| Participant deferral / active EE | $4,013 | $6,525-38.5% | $8,004-49.9% | $4,274-6.1% |
| Admin fee / account holder | $613 | $8,287-92.6% | $14,398-95.7% | $7,775-92.1% |