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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 | $20,307 | $86,919-76.6% | $102,457-80.2% | $80,911-74.9% |
| Participation rate | 90.3% | 72.4%+17.9pp | 76.5%+13.8pp | 67.6%+22.7pp |
| Annual return | 12.30% | 18.90%-6.6pp | 29.41%-17.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,991 | $2,368-15.9% | $3,022-34.1% | $2,756-27.7% |
| Participant deferral / active EE | $3,864 | $4,119-6.2% | $5,054-23.5% | $4,297-10.1% |
| Admin fee / account holder | $929 | $8,049-88.5% | $9,451-90.2% | $6,935-86.6% |