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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 | $15,627 | $73,787-78.8% | $98,716-84.2% | $82,448-81.0% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.3%+25.7pp | 68.1%+26.9pp |
| Annual return | 18.79% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,711 | $1,511+13.2% | $2,279-24.9% | $2,551-32.9% |
| Participant deferral / active EE | $3,469 | $3,081+12.6% | $4,048-14.3% | $4,139-16.2% |
| Admin fee / account holder | $1,259 | $6,500-80.6% | $8,703-85.5% | $7,234-82.6% |