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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 | $17,271 | $95,453-81.9% | $112,040-84.6% | $82,448-79.1% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 19.44% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,312 | $2,318-43.4% | $2,954-55.6% | $2,551-48.6% |
| Participant deferral / active EE | $2,438 | $4,224-42.3% | $5,098-52.2% | $4,139-41.1% |
| Admin fee / account holder | $1,020 | $9,013-88.7% | $12,098-91.6% | $7,234-85.9% |