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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 | $29,672 | $138,393-78.6% | $184,256-83.9% | $80,959-63.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 11.18% | 20.01%-8.8pp | 28.85%-17.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,677 | $4,847-44.8% | $6,427-58.4% | $2,757-2.9% |
| Participant deferral / active EE | $5,317 | $7,076-24.9% | $9,133-41.8% | $4,300+23.6% |
| Admin fee / account holder | $3,425 | $10,489-67.3% | $13,899-75.4% | $6,925-50.5% |