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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 | $20,206 | $106,864-81.1% | $147,318-86.3% | $82,637-75.5% |
| Participation rate | 91.8% | 75.5%+16.3pp | 82.1%+9.7pp | 68.1%+23.7pp |
| Annual return | 19.60% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,552 | $3,417-25.3% | $4,593-44.4% | $2,5520% |
| Participant deferral / active EE | $4,823 | $6,496-25.8% | $7,906-39.0% | $4,126+16.9% |
| Admin fee / account holder | $2,194 | $8,415-73.9% | $13,708-84.0% | $7,339-70.1% |