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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 | $18,186 | $127,387-85.7% | $115,038-84.2% | $125,389-85.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,534 | $5,166-50.9% | $4,608-45.0% | $4,866-47.9% |
| Participant deferral / active EE | $3,177 | $6,423-50.5% | $6,026-47.3% | $5,352-40.6% |
| Admin fee / account holder | $10,231 | $9,516+7.5% | $8,175+25.1% | $9,541+7.2% |