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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 | $25,669 | $67,602-62.0% | $82,312-68.8% | $70,126-63.4% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.0pp |
| Annual return | 14.97% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $740 | $1,755-57.8% | $2,428-69.5% | $2,343-68.4% |
| Participant deferral / active EE | $2,108 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $5,036 | $4,512+11.6% | $5,608-10.2% | $4,645+8.4% |