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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 | $138,386-83.0% | $184,260-87.2% | $80,935-70.9% |
| Participation rate | 98.1% | 83.9%+14.2pp | 86.8%+11.3pp | 67.7%+30.5pp |
| Annual return | 14.77% | 20.02%-5.2pp | 28.84%-14.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,805 | $4,851-42.2% | $6,427-56.4% | $2,757+1.8% |
| Participant deferral / active EE | $6,282 | $7,076-11.2% | $9,133-31.2% | $4,299+46.1% |
| Admin fee / account holder | $1,210 | $10,489-88.5% | $13,898-91.3% | $6,924-82.5% |