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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 | $13,965 | $74,535-81.3% | $100,712-86.1% | $82,637-83.1% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.3%+23.0pp | 68.1%+24.3pp |
| Annual return | 20.90% | 18.92%+2.0pp | 33.27%-12.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,859 | $1,503+23.7% | $2,313-19.6% | $2,552-27.1% |
| Participant deferral / active EE | $3,028 | $3,074-1.5% | $4,085-25.9% | $4,126-26.6% |
| Admin fee / account holder | $855 | $6,576-87.0% | $9,256-90.8% | $7,339-88.3% |