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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 | $17,525 | $86,949-79.8% | $102,460-82.9% | $80,959-78.4% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.7%+9.6pp |
| Annual return | 14.62% | 18.89%-4.3pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,210 | $2,370-49.0% | $3,025-60.0% | $2,757-56.1% |
| Participant deferral / active EE | $2,732 | $4,121-33.7% | $5,056-46.0% | $4,300-36.5% |
| Admin fee / account holder | $2,741 | $8,048-65.9% | $9,460-71.0% | $6,925-60.4% |