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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 | $28,159 | $108,825-74.1% | $156,181-82.0% | $82,448-65.8% |
| Participation rate | 94.6% | 72.4%+22.3pp | 78.8%+15.8pp | 68.1%+26.6pp |
| Annual return | 15.63% | 20.59%-5.0pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,970 | $2,870-31.4% | $4,294-54.1% | $2,551-22.8% |
| Participant deferral / active EE | $4,196 | $4,577-8.3% | $6,132-31.6% | $4,139+1.4% |
| Admin fee / account holder | $3,511 | $9,341-62.4% | $14,586-75.9% | $7,234-51.5% |