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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 | $15,992 | $86,949-81.6% | $102,460-84.4% | $80,959-80.2% |
| Participation rate | 94.3% | 72.4%+22.0pp | 76.5%+17.8pp | 67.7%+26.7pp |
| Annual return | 13.42% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,534 | $2,370-35.3% | $3,025-49.3% | $2,757-44.4% |
| Participant deferral / active EE | $3,468 | $4,121-15.9% | $5,056-31.4% | $4,300-19.4% |
| Admin fee / account holder | $1,263 | $8,048-84.3% | $9,460-86.7% | $6,925-81.8% |