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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 | $15,393 | $106,749-85.6% | $145,433-89.4% | $82,448-81.3% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 21.74% | 27.59%-5.9pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,286 | $3,444-62.7% | $4,554-71.8% | $2,551-49.6% |
| Participant deferral / active EE | $2,513 | $6,519-61.4% | $7,897-68.2% | $4,139-39.3% |
| Admin fee / account holder | $469 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |