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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 | $27,563 | $101,798-72.9% | $165,071-83.3% | $80,935-65.9% |
| Participation rate | 94.2% | 71.8%+22.4pp | 78.6%+15.6pp | 67.7%+26.6pp |
| Annual return | 14.18% | 16.73%-2.5pp | 70.17%-56.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,100 | $2,954-28.9% | $4,347-51.7% | $2,757-23.8% |
| Participant deferral / active EE | $3,702 | $4,476-17.3% | $6,035-38.7% | $4,299-13.9% |
| Admin fee / account holder | $1,390 | $8,221-83.1% | $12,695-89.1% | $6,924-79.9% |