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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 | $24,231 | $100,194-75.8% | $122,979-80.3% | $86,983-72.1% |
| Participation rate | 77.8% | 73.0%+4.8pp | 77.2%+0.6pp | 69.5%+8.2pp |
| Annual return | 13.96% | 16.47%-2.5pp | 20.12%-6.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,464 | $2,326-37.1% | $3,062-52.2% | $2,584-43.4% |
| Participant deferral / active EE | $2,191 | $4,133-47.0% | $5,003-56.2% | $4,194-47.8% |
| Admin fee / account holder | $564 | $10,148-94.4% | $12,864-95.6% | $7,856-92.8% |