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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 | $17,379 | $86,949-80.0% | $102,460-83.0% | $80,959-78.5% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.1pp | 67.7%+22.0pp |
| Annual return | 14.02% | 18.89%-4.9pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $976 | $2,370-58.8% | $3,025-67.7% | $2,757-64.6% |
| Participant deferral / active EE | $3,033 | $4,121-26.4% | $5,056-40.0% | $4,300-29.5% |
| Admin fee / account holder | $1,571 | $8,048-80.5% | $9,460-83.4% | $6,925-77.3% |