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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 | $23,086 | $87,059-73.5% | $105,608-78.1% | $80,925-71.5% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.7%+19.0pp |
| Annual return | 18.43% | 17.05%+1.4pp | 116.50%-98.1pp | 35.65%-17.2pp |
| Employer contribution / active EE | $1,876 | $2,396-21.7% | $3,167-40.8% | $2,756-31.9% |
| Participant deferral / active EE | $2,755 | $3,986-30.9% | $5,010-45.0% | $4,299-35.9% |
| Admin fee / account holder | $2,455 | $8,443-70.9% | $11,028-77.7% | $6,940-64.6% |