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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 | $22,426 | $97,550-77.0% | $120,344-81.4% | $87,485-74.4% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.7%+0.7pp | 68.9%+8.5pp |
| Annual return | 14.95% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,372 | $2,291-40.1% | $3,020-54.6% | $2,596-47.1% |
| Participant deferral / active EE | $2,841 | $4,230-32.8% | $5,135-44.7% | $4,274-33.5% |
| Admin fee / account holder | $2,135 | $9,543-77.6% | $12,742-83.2% | $7,775-72.5% |