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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 | $23,236 | $72,492-67.9% | $87,104-73.3% | $72,975-68.2% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.9%-1.4pp | 69.5%+5.9pp |
| Annual return | 28.91% | 24.46%+4.5pp | 28.19%+0.7pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,110 | $1,894-41.4% | $2,521-56.0% | $2,440-54.5% |
| Participant deferral / active EE | $3,373 | $3,270+3.2% | $4,048-16.7% | $3,608-6.5% |
| Admin fee / account holder | $794 | $5,055-84.3% | $7,491-89.4% | $5,124-84.5% |