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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 | $24,610 | $95,453-74.2% | $112,040-78.0% | $82,448-70.2% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.5%+12.6pp | 68.1%+21.0pp |
| Annual return | 16.40% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $973 | $2,318-58.0% | $2,954-67.0% | $2,551-61.8% |
| Participant deferral / active EE | $3,312 | $4,224-21.6% | $5,098-35.0% | $4,139-20.0% |
| Admin fee / account holder | $1,710 | $9,013-81.0% | $12,098-85.9% | $7,234-76.4% |