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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 | $10,495 | $132,310-92.1% | $105,754-90.1% | $273,972-96.2% |
| Participation rate | 81.0% | 83.2%-2.2pp | 78.9%+2.0pp | 83.0%-2.1pp |
| Annual return | 13.23% | 10.08%+3.2pp | 12.25%+1.0pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,637 | $4,867-45.8% | $4,079-35.3% | $4,869-45.8% |
| Participant deferral / active EE | $3,207 | $6,233-48.6% | $5,326-39.8% | $5,287-39.4% |
| Admin fee / account holder | $7,993 | $12,036-33.6% | $8,309-3.8% | $10,133-21.1% |