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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 | $16,299 | $74,535-78.1% | $100,712-83.8% | $82,637-80.3% |
| Participation rate | 97.1% | 61.2%+35.9pp | 69.3%+27.8pp | 68.1%+29.0pp |
| Annual return | 18.72% | 18.92%-0.2pp | 33.27%-14.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,807 | $1,503+20.3% | $2,313-21.8% | $2,552-29.2% |
| Participant deferral / active EE | $4,439 | $3,074+44.4% | $4,085+8.7% | $4,126+7.6% |
| Admin fee / account holder | $752 | $6,576-88.6% | $9,256-91.9% | $7,339-89.8% |