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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 | $95,453-84.5% | $112,040-86.8% | $82,448-82.0% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.5%+17.9pp | 68.1%+26.3pp |
| Annual return | 20.02% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,691 | $2,318-27.0% | $2,954-42.8% | $2,551-33.7% |
| Participant deferral / active EE | $3,040 | $4,224-28.0% | $5,098-40.4% | $4,139-26.6% |
| Admin fee / account holder | $776 | $9,013-91.4% | $12,098-93.6% | $7,234-89.3% |