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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 | $10,204 | $86,949-88.3% | $102,460-90.0% | $80,959-87.4% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.7%+28.1pp |
| Annual return | 13.55% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,485 | $2,370-37.3% | $3,025-50.9% | $2,757-46.1% |
| Participant deferral / active EE | $3,409 | $4,121-17.3% | $5,056-32.6% | $4,300-20.7% |
| Admin fee / account holder | $842 | $8,048-89.5% | $9,460-91.1% | $6,925-87.8% |