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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 | $23,991 | $67,602-64.5% | $82,312-70.9% | $70,126-65.8% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 19.73% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,395 | $1,755-20.5% | $2,428-42.6% | $2,343-40.5% |
| Participant deferral / active EE | $2,818 | $2,987-5.7% | $3,706-24.0% | $3,332-15.4% |
| Admin fee / account holder | $1,328 | $4,512-70.6% | $5,608-76.3% | $4,645-71.4% |