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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 | $24,519 | $101,795-75.9% | $165,100-85.1% | $80,959-69.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+16.9pp |
| Annual return | 13.11% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,127 | $2,954+5.9% | $4,348-28.1% | $2,757+13.4% |
| Participant deferral / active EE | $4,119 | $4,476-8.0% | $6,035-31.7% | $4,300-4.2% |
| Admin fee / account holder | $1,338 | $8,221-83.7% | $12,696-89.5% | $6,925-80.7% |