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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 | $21,297 | $106,749-80.1% | $145,433-85.4% | $82,448-74.2% |
| Participation rate | 94.0% | 75.6%+18.3pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 23.80% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $2,810 | $3,444-18.4% | $4,554-38.3% | $2,551+10.2% |
| Participant deferral / active EE | $3,264 | $6,519-49.9% | $7,897-58.7% | $4,139-21.1% |
| Admin fee / account holder | $832 | $8,390-90.1% | $13,129-93.7% | $7,234-88.5% |