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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 | $33,963 | $138,393-75.5% | $184,256-81.6% | $80,959-58.0% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.7%+16.5pp |
| Annual return | 12.99% | 20.01%-7.0pp | 28.85%-15.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,814 | $4,847-42.0% | $6,427-56.2% | $2,757+2.1% |
| Participant deferral / active EE | $4,026 | $7,076-43.1% | $9,133-55.9% | $4,300-6.4% |
| Admin fee / account holder | $1,527 | $10,489-85.4% | $13,899-89.0% | $6,925-77.9% |