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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 | $27,614 | $199,109-86.1% | $173,730-84.1% | $154,746-82.2% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 18.42% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,537 | $5,311-52.2% | $4,577-44.6% | $4,379-42.1% |
| Participant deferral / active EE | $5,034 | $7,113-29.2% | $6,326-20.4% | $6,730-25.2% |
| Admin fee / account holder | $469 | $20,916-97.8% | $17,523-97.3% | $14,365-96.7% |