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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 | $31,683 | $114,712-72.4% | $173,730-81.8% | $87,485-63.8% |
| Participation rate | 79.3% | 73.0%+6.3pp | 79.6%-0.3pp | 68.9%+10.4pp |
| Annual return | 15.68% | 20.18%-4.5pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,685 | $2,904-7.5% | $4,577-41.3% | $2,596+3.4% |
| Participant deferral / active EE | $3,532 | $4,642-23.9% | $6,326-44.2% | $4,274-17.3% |
| Admin fee / account holder | $1,269 | $10,210-87.6% | $17,523-92.8% | $7,775-83.7% |