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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 | $14,540 | $81,504-82.2% | $102,437-85.8% | $80,959-82.0% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 15.14% | 25.60%-10.5pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,355 | $3,104-56.3% | $3,871-65.0% | $2,757-50.8% |
| Participant deferral / active EE | $3,001 | $3,871-22.5% | $5,060-40.7% | $4,300-30.2% |
| Admin fee / account holder | $312 | $6,719-95.4% | $8,388-96.3% | $6,925-95.5% |