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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 | $16,532 | $81,487-79.7% | $102,412-83.9% | $80,935-79.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.7%+20.3pp |
| Annual return | 13.34% | 25.60%-12.3pp | 24.94%-11.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,734 | $3,103-44.1% | $3,870-55.2% | $2,757-37.1% |
| Participant deferral / active EE | $3,502 | $3,871-9.5% | $5,060-30.8% | $4,299-18.5% |
| Admin fee / account holder | $1,365 | $6,717-79.7% | $8,388-83.7% | $6,924-80.3% |