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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 | $142,972-69.9% | $214,702-80.0% | $86,983-50.6% |
| Participation rate | 71.4% | 84.9%-13.4pp | 87.5%-16.0pp | 69.5%+1.9pp |
| Annual return | 16.07% | 18.49%-2.4pp | 54.55%-38.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,793 | $4,635-61.3% | $6,461-72.3% | $2,584-30.6% |
| Participant deferral / active EE | $4,244 | $6,568-35.4% | $9,147-53.6% | $4,194+1.2% |
| Admin fee / account holder | $1,418 | $17,617-92.0% | $19,830-92.9% | $7,856-82.0% |