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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 | $146,267-76.7% | $197,124-82.7% | $82,448-58.7% |
| Participation rate | 82.5% | 84.0%-1.5pp | 86.7%-4.2pp | 68.1%+14.4pp |
| Annual return | 21.57% | 29.61%-8.0pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,051 | $4,723-56.6% | $6,227-67.1% | $2,551-19.6% |
| Participant deferral / active EE | $5,199 | $7,035-26.1% | $9,135-43.1% | $4,139+25.6% |
| Admin fee / account holder | $7,427 | $14,422-48.5% | $16,298-54.4% | $7,234+2.7% |