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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 | $38,320 | $115,931-66.9% | $185,441-79.3% | $86,983-55.9% |
| Participation rate | 90.9% | 73.6%+17.3pp | 80.3%+10.6pp | 69.5%+21.4pp |
| Annual return | 12.47% | 21.47%-9.0pp | 20.16%-7.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,892 | $2,937-35.6% | $4,672-59.5% | $2,584-26.8% |
| Participant deferral / active EE | $3,220 | $4,551-29.2% | $6,152-47.7% | $4,194-23.2% |
| Admin fee / account holder | $3,995 | $10,687-62.6% | $17,890-77.7% | $7,856-49.1% |