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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 | $22,065 | $89,370-75.3% | $141,197-84.4% | $72,976-69.8% |
| Participation rate | 74.4% | 75.1%-0.7pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 73.62% | 111.88%-38.3pp | 71.41%+2.2pp | 81.02%-7.4pp |
| Employer contribution / active EE | $2,174 | $3,115-30.2% | $4,736-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $5,687 | $5,419+5.0% | $6,710-15.2% | $3,608+57.6% |
| Admin fee / account holder | $1,794 | $5,957-69.9% | $10,265-82.5% | $5,124-65.0% |