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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 | $27,801 | $94,436-70.6% | $115,599-76.0% | $82,637-66.4% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.3%+6.3pp | 68.1%+12.5pp |
| Annual return | 16.41% | 18.37%-2.0pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,354 | $2,324+1.3% | $2,955-20.4% | $2,552-7.8% |
| Participant deferral / active EE | $5,151 | $3,955+30.2% | $4,889+5.3% | $4,126+24.8% |
| Admin fee / account holder | $2,294 | $10,328-77.8% | $12,841-82.1% | $7,339-68.7% |