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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 | $22,827 | $106,749-78.6% | $145,433-84.3% | $82,448-72.3% |
| Participation rate | 86.0% | 75.6%+10.3pp | 82.1%+3.8pp | 68.1%+17.9pp |
| Annual return | 27.98% | 27.59%+0.4pp | 66.58%-38.6pp | 41.64%-13.7pp |
| Employer contribution / active EE | $2,114 | $3,444-38.6% | $4,554-53.6% | $2,551-17.1% |
| Participant deferral / active EE | $3,098 | $6,519-52.5% | $7,897-60.8% | $4,139-25.1% |
| Admin fee / account holder | $899 | $8,390-89.3% | $13,129-93.2% | $7,234-87.6% |