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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 | $28,052 | $87,060-67.8% | $105,591-73.4% | $80,911-65.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 10.48% | 17.05%-6.6pp | 116.43%-105.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,615 | $2,396-32.6% | $3,166-49.0% | $2,756-41.4% |
| Participant deferral / active EE | $2,707 | $3,986-32.1% | $5,008-46.0% | $4,297-37.0% |
| Admin fee / account holder | $1,072 | $8,442-87.3% | $11,024-90.3% | $6,935-84.5% |