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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 | $115,931-79.3% | $185,441-87.0% | $86,983-72.4% |
| Participation rate | 98.5% | 73.6%+24.9pp | 80.3%+18.2pp | 69.5%+29.0pp |
| Annual return | 14.21% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,647 | $2,937-43.9% | $4,672-64.7% | $2,584-36.3% |
| Participant deferral / active EE | $3,985 | $4,551-12.4% | $6,152-35.2% | $4,194-5.0% |
| Admin fee / account holder | $1,519 | $10,687-85.8% | $17,890-91.5% | $7,856-80.7% |