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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 | $26,971 | $110,137-75.5% | $161,149-83.3% | $82,637-67.4% |
| Participation rate | 86.0% | 72.4%+13.6pp | 78.8%+7.1pp | 68.1%+17.9pp |
| Annual return | 17.80% | 20.69%-2.9pp | 21.16%-3.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,520 | $2,856-46.8% | $4,360-65.1% | $2,552-40.4% |
| Participant deferral / active EE | $5,231 | $4,575+14.3% | $6,153-15.0% | $4,126+26.8% |
| Admin fee / account holder | $691 | $9,467-92.7% | $15,194-95.5% | $7,339-90.6% |