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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 | $14,727 | $114,712-87.2% | $173,730-91.5% | $87,485-83.2% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.2pp | 68.9%+27.8pp |
| Annual return | 17.02% | 20.18%-3.2pp | 19.96%-2.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,883 | $2,904-0.7% | $4,577-37.0% | $2,596+11.1% |
| Participant deferral / active EE | $3,981 | $4,642-14.2% | $6,326-37.1% | $4,274-6.8% |
| Admin fee / account holder | $1,217 | $10,210-88.1% | $17,523-93.1% | $7,775-84.3% |