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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 | $33,595 | $138,393-75.7% | $184,256-81.8% | $80,959-58.5% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.3pp | 67.7%+10.9pp |
| Annual return | 17.24% | 20.01%-2.8pp | 28.85%-11.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,150 | $4,847-55.6% | $6,427-66.6% | $2,757-22.0% |
| Participant deferral / active EE | $5,177 | $7,076-26.8% | $9,133-43.3% | $4,300+20.4% |
| Admin fee / account holder | $1,739 | $10,489-83.4% | $13,899-87.5% | $6,925-74.9% |