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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 | $19,462 | $106,524-81.7% | $152,301-87.2% | $87,485-77.8% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 18.56% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,567 | $3,371-53.5% | $4,624-66.1% | $2,596-39.6% |
| Participant deferral / active EE | $3,930 | $6,525-39.8% | $8,004-50.9% | $4,274-8.0% |
| Admin fee / account holder | $510 | $8,287-93.8% | $14,398-96.5% | $7,775-93.4% |