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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 | $19,560 | $83,485-76.6% | $125,192-84.4% | $72,975-73.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 23.23% | 25.77%-2.5pp | 43.79%-20.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,908 | $2,346-18.7% | $3,866-50.6% | $2,440-21.8% |
| Participant deferral / active EE | $2,571 | $3,586-28.3% | $4,937-47.9% | $3,608-28.7% |
| Admin fee / account holder | $498 | $5,518-91.0% | $9,704-94.9% | $5,124-90.3% |