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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 | $24,345 | $67,411-63.9% | $91,004-73.2% | $70,126-65.3% |
| Participation rate | 73.8% | 71.4%+2.4pp | 75.6%-1.8pp | 69.5%+4.3pp |
| Annual return | 14.89% | -40.16%+55.1pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,804 | $1,786+1.0% | $2,456-26.6% | $2,343-23.0% |
| Participant deferral / active EE | $2,935 | $2,823+4.0% | $3,548-17.3% | $3,332-11.9% |
| Admin fee / account holder | $998 | $4,236-76.4% | $5,417-81.6% | $4,645-78.5% |