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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 | $106,524-85.6% | $152,301-89.9% | $87,485-82.4% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 21.74% | 26.89%-5.2pp | 80.50%-58.8pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,286 | $3,371-61.9% | $4,624-72.2% | $2,596-50.5% |
| Participant deferral / active EE | $2,513 | $6,525-61.5% | $8,004-68.6% | $4,274-41.2% |
| Admin fee / account holder | $469 | $8,287-94.3% | $14,398-96.7% | $7,775-94.0% |