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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 | $23,499 | $98,776-76.2% | $149,745-84.3% | $79,856-70.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 27.51% | 27.38%+0.1pp | 276.72%-249.2pp | 31.71%-4.2pp |
| Employer contribution / active EE | $2,249 | $3,217-30.1% | $4,646-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $5,223 | $5,681-8.1% | $6,843-23.7% | $3,741+39.6% |
| Admin fee / account holder | $2,154 | $6,053-64.4% | $9,312-76.9% | $5,306-59.4% |