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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 | $24,861 | $72,486-65.7% | $87,103-71.5% | $72,976-65.9% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 20.81% | 24.46%-3.6pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,041 | $1,894-45.1% | $2,521-58.7% | $2,440-57.4% |
| Participant deferral / active EE | $1,712 | $3,270-47.6% | $4,049-57.7% | $3,608-52.5% |
| Admin fee / account holder | $893 | $5,055-82.3% | $7,491-88.1% | $5,124-82.6% |