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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 | $27,046 | $146,267-81.5% | $197,124-86.3% | $82,448-67.2% |
| Participation rate | 77.2% | 84.0%-6.8pp | 86.7%-9.5pp | 68.1%+9.1pp |
| Annual return | 18.97% | 29.61%-10.6pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,304 | $4,723-51.2% | $6,227-63.0% | $2,551-9.7% |
| Participant deferral / active EE | $5,342 | $7,035-24.1% | $9,135-41.5% | $4,139+29.1% |
| Admin fee / account holder | $2,485 | $14,422-82.8% | $16,298-84.8% | $7,234-65.7% |