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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 | $23,518 | $138,366-83.0% | $184,185-87.2% | $80,911-70.9% |
| Participation rate | 98.1% | 83.9%+14.2pp | 86.8%+11.3pp | 67.6%+30.5pp |
| Annual return | 14.77% | 20.02%-5.2pp | 28.81%-14.0pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,805 | $4,849-42.1% | $6,426-56.3% | $2,756+1.8% |
| Participant deferral / active EE | $6,282 | $7,074-11.2% | $9,132-31.2% | $4,297+46.2% |
| Admin fee / account holder | $1,210 | $10,484-88.5% | $13,909-91.3% | $6,935-82.5% |