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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 | $21,586 | $78,425-72.5% | $95,956-77.5% | $79,858-73.0% |
| Participation rate | 70.8% | 73.5%-2.7pp | 77.1%-6.2pp | 69.6%+1.2pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $2,526 | $1,945+29.8% | $2,541-0.6% | $2,471+2.2% |
| Participant deferral / active EE | $2,317 | $3,440-32.7% | $4,167-44.4% | $3,740-38.1% |
| Admin fee / account holder | $1,904 | $5,622-66.1% | $6,797-72.0% | $5,306-64.1% |