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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 | $20,810 | $69,977-70.3% | $108,582-80.8% | $62,881-66.9% |
| Participation rate | 94.7% | 72.9%+21.8pp | 79.6%+15.2pp | 69.3%+25.4pp |
| Annual return | 7.31% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,739 | $2,135-18.6% | $3,758-53.7% | $2,281-23.8% |
| Participant deferral / active EE | $2,658 | $3,165-16.0% | $4,311-38.3% | $3,203-17.0% |
| Admin fee / account holder | $1,553 | $5,076-69.4% | $7,645-79.7% | $4,296-63.8% |