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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 | $23,917 | $72,492-67.0% | $87,102-72.5% | $72,983-67.2% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 21.96% | 24.46%-2.5pp | 28.19%-6.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,634 | $1,894-13.7% | $2,521-35.2% | $2,440-33.0% |
| Participant deferral / active EE | $2,497 | $3,270-23.6% | $4,048-38.3% | $3,608-30.8% |
| Admin fee / account holder | $3,204 | $5,055-36.6% | $7,491-57.2% | $5,124-37.5% |