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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 | $20,532 | $101,798-79.8% | $165,071-87.6% | $80,935-74.6% |
| Participation rate | 74.6% | 71.8%+2.8pp | 78.6%-4.0pp | 67.7%+7.0pp |
| Annual return | 18.43% | 16.73%+1.7pp | 70.17%-51.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $3,768 | $2,954+27.5% | $4,347-13.3% | $2,757+36.7% |
| Participant deferral / active EE | $5,538 | $4,476+23.7% | $6,035-8.2% | $4,299+28.8% |
| Admin fee / account holder | $2,816 | $8,221-65.8% | $12,695-77.8% | $6,924-59.3% |