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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 | $23,513 | $123,793-81.0% | $177,848-86.8% | $79,856-70.6% |
| Participation rate | 73.0% | 84.7%-11.7pp | 87.7%-14.7pp | 69.6%+3.3pp |
| Annual return | 23.15% | 22.82%+0.3pp | 48.33%-25.2pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,904 | $4,095-53.5% | $5,919-67.8% | $2,471-23.0% |
| Participant deferral / active EE | $4,948 | $5,956-16.9% | $7,714-35.9% | $3,741+32.3% |
| Admin fee / account holder | $592 | $7,243-91.8% | $12,431-95.2% | $5,306-88.8% |