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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 | $32,130 | $138,366-76.8% | $184,185-82.6% | $80,911-60.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.81%-15.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,188 | $4,849-54.9% | $6,426-66.0% | $2,756-20.6% |
| Participant deferral / active EE | $4,350 | $7,074-38.5% | $9,132-52.4% | $4,297+1.2% |
| Admin fee / account holder | $6,012 | $10,484-42.7% | $13,909-56.8% | $6,935-13.3% |