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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 | $22,485 | $69,977-67.9% | $108,582-79.3% | $62,881-64.2% |
| Participation rate | 97.8% | 72.9%+24.9pp | 79.6%+18.2pp | 69.3%+28.5pp |
| Annual return | 7.14% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,568 | $2,135-26.6% | $3,758-58.3% | $2,281-31.3% |
| Participant deferral / active EE | $2,225 | $3,165-29.7% | $4,311-48.4% | $3,203-30.5% |
| Admin fee / account holder | $1,318 | $5,076-74.0% | $7,645-82.8% | $4,296-69.3% |