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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 | $22,403 | $106,864-79.0% | $147,318-84.8% | $82,637-72.9% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.1%-4.5pp | 68.1%+9.5pp |
| Annual return | 15.70% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,223 | $3,417-64.2% | $4,593-73.4% | $2,552-52.1% |
| Participant deferral / active EE | $3,872 | $6,496-40.4% | $7,906-51.0% | $4,126-6.2% |
| Admin fee / account holder | $892 | $8,415-89.4% | $13,708-93.5% | $7,339-87.8% |