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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 | $76,834-77.0% | $108,359-83.7% | $87,485-79.8% |
| Participation rate | 83.3% | 61.7%+21.6pp | 70.1%+13.2pp | 68.9%+14.4pp |
| Annual return | 15.26% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,576 | $1,556+1.2% | $2,399-34.3% | $2,596-39.3% |
| Participant deferral / active EE | $1,781 | $3,100-42.5% | $4,137-56.9% | $4,274-58.3% |
| Admin fee / account holder | $463 | $6,537-92.9% | $9,741-95.2% | $7,775-94.0% |