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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 | $18,204 | $62,589-70.9% | $76,768-76.3% | $64,173-71.6% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | 3.35% | -1.95%+5.3pp | 2.43%+0.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,667 | $3,145-15.2% | $3,852-30.8% | $3,470-23.1% |
| Admin fee / account holder | $3,622 | $4,667-22.4% | $6,675-45.7% | $4,887-25.9% |