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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 | $100,194-85.2% | $122,979-87.9% | $86,983-82.9% |
| Participation rate | 94.4% | 73.0%+21.4pp | 77.2%+17.2pp | 69.5%+24.8pp |
| Annual return | 20.02% | 16.47%+3.5pp | 20.12%-0.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,691 | $2,326-27.3% | $3,062-44.8% | $2,584-34.6% |
| Participant deferral / active EE | $3,040 | $4,133-26.4% | $5,003-39.2% | $4,194-27.5% |
| Admin fee / account holder | $776 | $10,148-92.4% | $12,864-94.0% | $7,856-90.1% |