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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 | $14,348 | $72,486-80.2% | $87,103-83.5% | $72,976-80.3% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 26.94% | 24.46%+2.5pp | 28.19%-1.3pp | 81.02%-54.1pp |
| Employer contribution / active EE | $1,555 | $1,894-17.9% | $2,521-38.3% | $2,440-36.3% |
| Participant deferral / active EE | $3,587 | $3,270+9.7% | $4,049-11.4% | $3,608-0.6% |
| Admin fee / account holder | $608 | $5,055-88.0% | $7,491-91.9% | $5,124-88.1% |