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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 | $31,706 | $108,825-70.9% | $156,181-79.7% | $82,448-61.5% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+3.9pp | 68.1%+14.7pp |
| Annual return | 15.26% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,503 | $2,870-47.6% | $4,294-65.0% | $2,551-41.1% |
| Participant deferral / active EE | $3,282 | $4,577-28.3% | $6,132-46.5% | $4,139-20.7% |
| Admin fee / account holder | $2,427 | $9,341-74.0% | $14,586-83.4% | $7,234-66.5% |