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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 | $16,481 | $81,504-79.8% | $102,437-83.9% | $80,959-79.6% |
| Participation rate | 76.7% | 66.9%+9.8pp | 74.5%+2.2pp | 67.7%+9.0pp |
| Annual return | 20.05% | 25.60%-5.5pp | 24.95%-4.9pp | 35.67%-15.6pp |
| Employer contribution / active EE | $1,884 | $3,104-39.3% | $3,871-51.3% | $2,757-31.7% |
| Participant deferral / active EE | $3,380 | $3,871-12.7% | $5,060-33.2% | $4,300-21.4% |
| Admin fee / account holder | $2,115 | $6,719-68.5% | $8,388-74.8% | $6,925-69.5% |