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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 | $14,842 | $95,404-84.4% | $113,397-86.9% | $82,637-82.0% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.5%+17.9pp | 68.1%+26.3pp |
| Annual return | 20.02% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,691 | $2,307-26.7% | $2,977-43.2% | $2,552-33.7% |
| Participant deferral / active EE | $3,040 | $4,220-28.0% | $5,076-40.1% | $4,126-26.3% |
| Admin fee / account holder | $776 | $9,168-91.5% | $11,957-93.5% | $7,339-89.4% |