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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 | $24,231 | $95,453-74.6% | $112,040-78.4% | $82,448-70.6% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 13.96% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,464 | $2,318-36.9% | $2,954-50.5% | $2,551-42.6% |
| Participant deferral / active EE | $2,191 | $4,224-48.1% | $5,098-57.0% | $4,139-47.1% |
| Admin fee / account holder | $564 | $9,013-93.7% | $12,098-95.3% | $7,234-92.2% |