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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 | $15,095 | $73,787-79.5% | $98,716-84.7% | $82,448-81.7% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.3%+11.1pp | 68.1%+12.4pp |
| Annual return | 20.86% | 18.57%+2.3pp | 31.81%-10.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,606 | $1,511+6.3% | $2,279-29.5% | $2,551-37.0% |
| Participant deferral / active EE | $2,994 | $3,081-2.8% | $4,048-26.0% | $4,139-27.7% |
| Admin fee / account holder | $364 | $6,500-94.4% | $8,703-95.8% | $7,234-95.0% |