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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 | $16,705 | $138,312-87.9% | $122,979-86.4% | $155,188-89.2% |
| Participation rate | 77.8% | 80.2%-2.4pp | 77.2%+0.6pp | 80.8%-3.0pp |
| Annual return | 20.72% | 22.06%-1.3pp | 20.12%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,242 | $3,530-36.5% | $3,062-26.8% | $4,248-47.2% |
| Participant deferral / active EE | $3,293 | $5,592-41.1% | $5,003-34.2% | $6,531-49.6% |
| Admin fee / account holder | $5,618 | $15,089-62.8% | $12,864-56.3% | $14,480-61.2% |