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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 | $27,853 | $94,436-70.5% | $115,599-75.9% | $82,637-66.3% |
| Participation rate | 84.3% | 70.4%+13.9pp | 74.3%+10.0pp | 68.1%+16.2pp |
| Annual return | 15.58% | 18.37%-2.8pp | 111.10%-95.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,882 | $2,324-19.0% | $2,955-36.3% | $2,552-26.3% |
| Participant deferral / active EE | $3,518 | $3,955-11.1% | $4,889-28.1% | $4,126-14.7% |
| Admin fee / account holder | $2,577 | $10,328-75.0% | $12,841-79.9% | $7,339-64.9% |