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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 | $16,222 | $86,919-81.3% | $102,457-84.2% | $80,911-80.0% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.3pp |
| Annual return | 25.74% | 18.90%+6.8pp | 29.41%-3.7pp | 35.63%-9.9pp |
| Employer contribution / active EE | $1,855 | $2,368-21.7% | $3,022-38.6% | $2,756-32.7% |
| Participant deferral / active EE | $3,998 | $4,119-2.9% | $5,054-20.9% | $4,297-7.0% |
| Admin fee / account holder | $1,099 | $8,049-86.4% | $9,451-88.4% | $6,935-84.2% |