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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 | $30,761 | $95,404-67.8% | $113,397-72.9% | $82,637-62.8% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 15.09% | 19.08%-4.0pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,569 | $2,307-32.0% | $2,977-47.3% | $2,552-38.5% |
| Participant deferral / active EE | $2,243 | $4,220-46.8% | $5,076-55.8% | $4,126-45.6% |
| Admin fee / account holder | $859 | $9,168-90.6% | $11,957-92.8% | $7,339-88.3% |