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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 | $26,399 | $108,825-75.7% | $156,181-83.1% | $82,448-68.0% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 15.93% | 20.59%-4.7pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,136 | $2,870-25.6% | $4,294-50.3% | $2,551-16.3% |
| Participant deferral / active EE | $2,981 | $4,577-34.9% | $6,132-51.4% | $4,139-28.0% |
| Admin fee / account holder | $1,996 | $9,341-78.6% | $14,586-86.3% | $7,234-72.4% |