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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 | $21,695 | $106,864-79.7% | $147,318-85.3% | $82,637-73.7% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 17.27% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,177 | $3,417-36.3% | $4,593-52.6% | $2,552-14.7% |
| Participant deferral / active EE | $3,165 | $6,496-51.3% | $7,906-60.0% | $4,126-23.3% |
| Admin fee / account holder | $4,562 | $8,415-45.8% | $13,708-66.7% | $7,339-37.8% |