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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 | $19,546 | $98,776-80.2% | $149,745-86.9% | $79,856-75.5% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 26.89% | 27.38%-0.5pp | 276.72%-249.8pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,180 | $3,217-32.2% | $4,646-53.1% | $2,471-11.8% |
| Participant deferral / active EE | $4,150 | $5,681-27.0% | $6,843-39.4% | $3,741+10.9% |
| Admin fee / account holder | $1,229 | $6,053-79.7% | $9,312-86.8% | $5,306-76.8% |