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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 | $37,306 | $138,393-73.0% | $184,256-79.8% | $80,959-53.9% |
| Participation rate | 72.5% | 83.9%-11.3pp | 86.8%-14.3pp | 67.7%+4.9pp |
| Annual return | 12.90% | 20.01%-7.1pp | 28.85%-15.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,766 | $4,847-42.9% | $6,427-57.0% | $2,757+0.3% |
| Participant deferral / active EE | $3,865 | $7,076-45.4% | $9,133-57.7% | $4,300-10.1% |
| Admin fee / account holder | $1,619 | $10,489-84.6% | $13,899-88.4% | $6,925-76.6% |