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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 | $123,478-74.3% | $216,567-85.4% | $94,015-66.3% |
| Participation rate | 82.8% | 75.1%+7.6pp | 81.6%+1.1pp | 70.8%+11.9pp |
| Annual return | 15.26% | 23.61%-8.3pp | 12.94%+2.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,503 | $3,136-52.1% | $5,216-71.2% | $2,790-46.1% |
| Participant deferral / active EE | $3,282 | $4,556-28.0% | $6,191-47.0% | $4,249-22.8% |
| Admin fee / account holder | $2,427 | $12,753-81.0% | $21,981-89.0% | $8,951-72.9% |