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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 | $21,218 | $76,834-72.4% | $108,359-80.4% | $87,485-75.7% |
| Participation rate | 90.2% | 61.7%+28.5pp | 70.1%+20.1pp | 68.9%+21.3pp |
| Annual return | 15.68% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $343 | $1,556-78.0% | $2,399-85.7% | $2,596-86.8% |
| Participant deferral / active EE | $2,388 | $3,100-23.0% | $4,137-42.3% | $4,274-44.1% |
| Admin fee / account holder | $2,301 | $6,537-64.8% | $9,741-76.4% | $7,775-70.4% |