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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 | $10,750 | $95,453-88.7% | $112,040-90.4% | $82,448-87.0% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.5%+2.1pp | 68.1%+10.5pp |
| Annual return | 15.64% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,603 | $2,318+12.3% | $2,954-11.9% | $2,551+2.0% |
| Participant deferral / active EE | $2,826 | $4,224-33.1% | $5,098-44.6% | $4,139-31.7% |
| Admin fee / account holder | $4,565 | $9,013-49.4% | $12,098-62.3% | $7,234-36.9% |