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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 | $34,073 | $145,431-76.6% | $211,142-83.9% | $87,485-61.1% |
| Participation rate | 82.5% | 84.7%-2.2pp | 87.3%-4.8pp | 68.9%+13.6pp |
| Annual return | 21.57% | 27.21%-5.6pp | 46.84%-25.3pp | 26.06%-4.5pp |
| Employer contribution / active EE | $2,051 | $4,662-56.0% | $6,442-68.2% | $2,596-21.0% |
| Participant deferral / active EE | $5,199 | $6,859-24.2% | $9,284-44.0% | $4,274+21.7% |
| Admin fee / account holder | $7,427 | $17,052-56.4% | $19,076-61.1% | $7,775-4.5% |