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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 | $19,185 | $123,478-84.5% | $216,567-91.1% | $94,015-79.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 81.6%+13.1pp | 70.8%+23.9pp |
| Annual return | 16.48% | 23.61%-7.1pp | 12.94%+3.5pp | 17.84%-1.4pp |
| Employer contribution / active EE | $2,180 | $3,136-30.5% | $5,216-58.2% | $2,790-21.9% |
| Participant deferral / active EE | $4,297 | $4,556-5.7% | $6,191-30.6% | $4,249+1.1% |
| Admin fee / account holder | $2,962 | $12,753-76.8% | $21,981-86.5% | $8,951-66.9% |