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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 | $94,031-70.4% | $115,768-76.0% | $82,448-66.3% |
| Participation rate | 80.3% | 70.4%+9.9pp | 74.4%+5.9pp | 68.1%+12.2pp |
| Annual return | 15.73% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,709 | $2,323-26.5% | $2,940-41.9% | $2,551-33.0% |
| Participant deferral / active EE | $3,110 | $3,972-21.7% | $4,917-36.8% | $4,139-24.9% |
| Admin fee / account holder | $2,201 | $10,249-78.5% | $12,439-82.3% | $7,234-69.6% |