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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 | $11,944 | $69,444-82.8% | $92,985-87.2% | $87,485-86.3% |
| Participation rate | 95.7% | 63.3%+32.4pp | 69.5%+26.2pp | 68.9%+26.7pp |
| Annual return | 15.83% | 23.85%-8.0pp | 27.99%-12.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,551 | $1,917-19.1% | $2,662-41.7% | $2,596-40.2% |
| Participant deferral / active EE | $1,908 | $3,364-43.3% | $4,377-56.4% | $4,274-55.4% |
| Admin fee / account holder | $3,849 | $6,137-37.3% | $9,463-59.3% | $7,775-50.5% |