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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 | $27,806 | $97,648-71.5% | $121,663-77.1% | $87,485-68.2% |
| Participation rate | 80.3% | 70.5%+9.8pp | 74.5%+5.8pp | 68.9%+11.4pp |
| Annual return | 15.73% | 18.03%-2.3pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,709 | $2,300-25.7% | $3,020-43.4% | $2,596-34.2% |
| Participant deferral / active EE | $3,110 | $3,923-20.7% | $4,887-36.4% | $4,274-27.2% |
| Admin fee / account holder | $2,201 | $11,100-80.2% | $14,289-84.6% | $7,775-71.7% |