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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 | $21,527 | $106,864-79.9% | $147,318-85.4% | $82,637-73.9% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 17.77% | 27.49%-9.7pp | 70.43%-52.7pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,431 | $3,417-58.1% | $4,593-68.8% | $2,552-43.9% |
| Participant deferral / active EE | $2,585 | $6,496-60.2% | $7,906-67.3% | $4,126-37.4% |
| Admin fee / account holder | $1,576 | $8,415-81.3% | $13,708-88.5% | $7,339-78.5% |