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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 | $145,431-70.4% | $211,142-79.6% | $87,485-50.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 87.3%-15.9pp | 68.9%+2.5pp |
| Annual return | 16.07% | 27.21%-11.1pp | 46.84%-30.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,793 | $4,662-61.5% | $6,442-72.2% | $2,596-30.9% |
| Participant deferral / active EE | $4,244 | $6,859-38.1% | $9,284-54.3% | $4,274-0.7% |
| Admin fee / account holder | $1,418 | $17,052-91.7% | $19,076-92.6% | $7,775-81.8% |