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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 | $17,694 | $73,787-76.0% | $98,716-82.1% | $82,448-78.5% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 15.26% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,576 | $1,511+4.3% | $2,279-30.8% | $2,551-38.2% |
| Participant deferral / active EE | $1,781 | $3,081-42.2% | $4,048-56.0% | $4,139-57.0% |
| Admin fee / account holder | $463 | $6,500-92.9% | $8,703-94.7% | $7,234-93.6% |