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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 | $25,412 | $86,949-70.8% | $102,460-75.2% | $80,959-68.6% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.7%+3.8pp |
| Annual return | 14.88% | 18.89%-4.0pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,411 | $2,370-40.4% | $3,025-53.3% | $2,757-48.8% |
| Participant deferral / active EE | $2,759 | $4,121-33.0% | $5,056-45.4% | $4,300-35.8% |
| Admin fee / account holder | $1,508 | $8,048-81.3% | $9,460-84.1% | $6,925-78.2% |