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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 | $126,661-86.8% | $113,397-85.3% | $138,895-88.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 20.72% | 25.05%-4.3pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,242 | $3,456-35.1% | $2,977-24.7% | $4,194-46.5% |
| Participant deferral / active EE | $3,293 | $5,693-42.1% | $5,076-35.1% | $6,396-48.5% |
| Admin fee / account holder | $5,618 | $14,549-61.4% | $11,957-53.0% | $12,562-55.3% |