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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 | $24,022 | $114,712-79.1% | $173,730-86.2% | $87,485-72.5% |
| Participation rate | 98.5% | 73.0%+25.5pp | 79.6%+18.9pp | 68.9%+29.6pp |
| Annual return | 14.21% | 20.18%-6.0pp | 19.96%-5.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,647 | $2,904-43.3% | $4,577-64.0% | $2,596-36.6% |
| Participant deferral / active EE | $3,985 | $4,642-14.1% | $6,326-37.0% | $4,274-6.8% |
| Admin fee / account holder | $1,519 | $10,210-85.1% | $17,523-91.3% | $7,775-80.5% |