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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 | $23,381 | $167,415-86.0% | $140,514-83.4% | $198,609-88.2% |
| Participation rate | 72.2% | 80.9%-8.7pp | 77.8%-5.6pp | 82.4%-10.2pp |
| Annual return | 15.74% | 13.85%+1.9pp | 14.36%+1.4pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,924 | $4,088-52.9% | $3,378-43.1% | $5,055-61.9% |
| Participant deferral / active EE | $3,565 | $5,579-36.1% | $4,919-27.5% | $6,977-48.9% |
| Admin fee / account holder | $3,348 | $16,730-80.0% | $13,697-75.6% | $19,030-82.4% |