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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 | $15,653 | $86,938-82.0% | $102,423-84.7% | $80,925-80.7% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.1pp |
| Annual return | 16.33% | 18.89%-2.6pp | 29.42%-13.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,204 | $2,369-7.0% | $3,023-27.1% | $2,756-20.0% |
| Participant deferral / active EE | $3,735 | $4,120-9.3% | $5,054-26.1% | $4,299-13.1% |
| Admin fee / account holder | $2,661 | $8,053-67.0% | $9,455-71.9% | $6,940-61.7% |