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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 | $32,558 | $138,393-76.5% | $184,256-82.3% | $80,959-59.8% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.7%+8.2pp |
| Annual return | 11.64% | 20.01%-8.4pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,771 | $4,847-63.5% | $6,427-72.5% | $2,757-35.8% |
| Participant deferral / active EE | $3,450 | $7,076-51.2% | $9,133-62.2% | $4,300-19.8% |
| Admin fee / account holder | $4,508 | $10,489-57.0% | $13,899-67.6% | $6,925-34.9% |