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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 | $13,874 | $138,366-90.0% | $184,185-92.5% | $80,911-82.9% |
| Participation rate | 82.9% | 83.9%-1.0pp | 86.8%-3.9pp | 67.6%+15.3pp |
| Annual return | 18.68% | 20.02%-1.3pp | 28.81%-10.1pp | 35.63%-16.9pp |
| Employer contribution / active EE | $3,020 | $4,849-37.7% | $6,426-53.0% | $2,756+9.6% |
| Participant deferral / active EE | $5,070 | $7,074-28.3% | $9,132-44.5% | $4,297+18.0% |
| Admin fee / account holder | $605 | $10,484-94.2% | $13,909-95.7% | $6,935-91.3% |