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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 | $25,777 | $95,453-73.0% | $112,040-77.0% | $82,448-68.7% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 15.30% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,546 | $2,318+9.9% | $2,954-13.8% | $2,551-0.2% |
| Participant deferral / active EE | $3,952 | $4,224-6.4% | $5,098-22.5% | $4,139-4.5% |
| Admin fee / account holder | $2,782 | $9,013-69.1% | $12,098-77.0% | $7,234-61.5% |