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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 | $19,448 | $86,949-77.6% | $102,460-81.0% | $80,959-76.0% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.7%+4.1pp |
| Annual return | 14.98% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,071 | $4,121+71.6% | $5,056+39.9% | $4,300+64.4% |
| Admin fee / account holder | $10,883 | $8,048+35.2% | $9,460+15.0% | $6,925+57.2% |