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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 | $30,288 | $146,267-79.3% | $197,124-84.6% | $82,448-63.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 86.7%+8.0pp | 68.1%+26.7pp |
| Annual return | 16.68% | 29.61%-12.9pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,001 | $4,723-57.6% | $6,227-67.9% | $2,551-21.5% |
| Participant deferral / active EE | $3,703 | $7,035-47.4% | $9,135-59.5% | $4,139-10.5% |
| Admin fee / account holder | $2,483 | $14,422-82.8% | $16,298-84.8% | $7,234-65.7% |