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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 | $21,079 | $106,749-80.3% | $145,433-85.5% | $82,448-74.4% |
| Participation rate | 79.4% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.3pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,191 | $3,444-65.4% | $4,554-73.8% | $2,551-53.3% |
| Participant deferral / active EE | $4,120 | $6,519-36.8% | $7,897-47.8% | $4,139-0.5% |
| Admin fee / account holder | $1,868 | $8,390-77.7% | $13,129-85.8% | $7,234-74.2% |