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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 | $31,638 | $114,712-72.4% | $173,730-81.8% | $87,485-63.8% |
| Participation rate | 98.1% | 73.0%+25.2pp | 79.6%+18.6pp | 68.9%+29.2pp |
| Annual return | 17.22% | 20.18%-3.0pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,701 | $2,904-41.4% | $4,577-62.8% | $2,596-34.5% |
| Participant deferral / active EE | $3,258 | $4,642-29.8% | $6,326-48.5% | $4,274-23.8% |
| Admin fee / account holder | $4,539 | $10,210-55.5% | $17,523-74.1% | $7,775-41.6% |