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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 | $28,106 | $138,386-79.7% | $184,260-84.7% | $80,935-65.3% |
| Participation rate | 90.3% | 83.9%+6.4pp | 86.8%+3.5pp | 67.7%+22.7pp |
| Annual return | 13.98% | 20.02%-6.0pp | 28.84%-14.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,627 | $4,851-66.4% | $6,427-74.7% | $2,757-41.0% |
| Participant deferral / active EE | $4,124 | $7,076-41.7% | $9,133-54.8% | $4,299-4.1% |
| Admin fee / account holder | $5,203 | $10,489-50.4% | $13,898-62.6% | $6,924-24.9% |