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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 | $25,595 | $108,825-76.5% | $156,181-83.6% | $82,448-69.0% |
| Participation rate | 72.4% | 72.4%0pp | 78.8%-6.4pp | 68.1%+4.3pp |
| Annual return | 19.63% | 20.59%-1.0pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,440 | $2,870-15.0% | $4,294-43.2% | $2,551-4.3% |
| Participant deferral / active EE | $4,812 | $4,577+5.1% | $6,132-21.5% | $4,139+16.3% |
| Admin fee / account holder | $813 | $9,341-91.3% | $14,586-94.4% | $7,234-88.8% |