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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 | $28,796 | $101,795-71.7% | $165,100-82.6% | $80,959-64.4% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.7%+25.7pp |
| Annual return | 16.19% | 16.73%-0.5pp | 70.21%-54.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,947 | $2,954-0.2% | $4,348-32.2% | $2,757+6.9% |
| Participant deferral / active EE | $3,545 | $4,476-20.8% | $6,035-41.3% | $4,300-17.6% |
| Admin fee / account holder | $1,272 | $8,221-84.5% | $12,696-90.0% | $6,925-81.6% |