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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 | $143,969-76.3% | $199,883-83.0% | $82,637-58.8% |
| Participation rate | 82.5% | 84.1%-1.6pp | 86.8%-4.3pp | 68.1%+14.4pp |
| Annual return | 21.57% | 25.67%-4.1pp | 43.81%-22.2pp | 53.51%-31.9pp |
| Employer contribution / active EE | $2,051 | $4,632-55.7% | $6,261-67.2% | $2,552-19.6% |
| Participant deferral / active EE | $5,199 | $6,937-25.1% | $9,138-43.1% | $4,126+26.0% |
| Admin fee / account holder | $7,427 | $14,597-49.1% | $17,268-57.0% | $7,339+1.2% |