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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 | $12,246 | $97,550-87.4% | $120,344-89.8% | $87,485-86.0% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.7%+12.9pp | 68.9%+20.7pp |
| Annual return | 16.00% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,455 | $2,291-36.5% | $3,020-51.8% | $2,596-44.0% |
| Participant deferral / active EE | $2,891 | $4,230-31.7% | $5,135-43.7% | $4,274-32.4% |
| Admin fee / account holder | $3,584 | $9,543-62.4% | $12,742-71.9% | $7,775-53.9% |