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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 | $86,922-79.8% | $102,438-82.9% | $80,874-78.3% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.6%+9.6pp |
| Annual return | 14.62% | 18.90%-4.3pp | 29.37%-14.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,210 | $2,369-49.0% | $3,024-60.0% | $2,756-56.1% |
| Participant deferral / active EE | $2,732 | $4,119-33.7% | $5,054-45.9% | $4,297-36.4% |
| Admin fee / account holder | $2,741 | $8,050-65.9% | $9,448-71.0% | $6,935-60.5% |