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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 | $13,184 | $86,949-84.8% | $102,460-87.1% | $80,959-83.7% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | 14.08% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,090 | $2,370-11.8% | $3,025-30.9% | $2,757-24.2% |
| Participant deferral / active EE | $2,771 | $4,121-32.8% | $5,056-45.2% | $4,300-35.6% |
| Admin fee / account holder | $1,347 | $8,048-83.3% | $9,460-85.8% | $6,925-80.6% |