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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 | $15,094 | $69,444-78.3% | $92,985-83.8% | $87,485-82.7% |
| Participation rate | 97.5% | 63.3%+34.2pp | 69.5%+28.0pp | 68.9%+28.6pp |
| Annual return | 20.89% | 23.85%-3.0pp | 27.99%-7.1pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,014 | $1,917-47.1% | $2,662-61.9% | $2,596-61.0% |
| Participant deferral / active EE | $4,771 | $3,364+41.8% | $4,377+9.0% | $4,274+11.6% |
| Admin fee / account holder | $394 | $6,137-93.6% | $9,463-95.8% | $7,775-94.9% |