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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 | $42,994 | $146,267-70.6% | $197,124-78.2% | $82,448-47.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 86.7%-15.3pp | 68.1%+3.4pp |
| Annual return | 16.07% | 29.61%-13.5pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,793 | $4,723-62.0% | $6,227-71.2% | $2,551-29.7% |
| Participant deferral / active EE | $4,244 | $7,035-39.7% | $9,135-53.5% | $4,139+2.5% |
| Admin fee / account holder | $1,418 | $14,422-90.2% | $16,298-91.3% | $7,234-80.4% |