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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 | $18,419 | $95,453-80.7% | $112,040-83.6% | $82,448-77.7% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.5%+17.8pp | 68.1%+26.2pp |
| Annual return | 21.26% | 23.92%-2.7pp | 24.52%-3.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,171 | $2,318-49.5% | $2,954-60.4% | $2,551-54.1% |
| Participant deferral / active EE | $4,390 | $4,224+3.9% | $5,098-13.9% | $4,139+6.1% |
| Admin fee / account holder | $748 | $9,013-91.7% | $12,098-93.8% | $7,234-89.7% |