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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 | $27,579 | $83,485-67.0% | $125,195-78.0% | $72,976-62.2% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.5%+6.4pp |
| Annual return | 20.01% | 25.77%-5.8pp | 43.79%-23.8pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,557 | $2,346-33.6% | $3,866-59.7% | $2,440-36.2% |
| Participant deferral / active EE | $2,343 | $3,586-34.7% | $4,937-52.6% | $3,608-35.1% |
| Admin fee / account holder | $1,558 | $5,518-71.8% | $9,704-83.9% | $5,124-69.6% |