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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 | $30,111 | $138,393-78.2% | $184,256-83.7% | $80,959-62.8% |
| Participation rate | 83.8% | 83.9%-0.1pp | 86.8%-3.0pp | 67.7%+16.1pp |
| Annual return | 26.03% | 20.01%+6.0pp | 28.85%-2.8pp | 35.67%-9.6pp |
| Employer contribution / active EE | $1,782 | $4,847-63.2% | $6,427-72.3% | $2,757-35.4% |
| Participant deferral / active EE | $4,714 | $7,076-33.4% | $9,133-48.4% | $4,300+9.6% |
| Admin fee / account holder | $2,945 | $10,489-71.9% | $13,899-78.8% | $6,925-57.5% |