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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 | $114,712-77.7% | $173,730-85.3% | $87,485-70.7% |
| Participation rate | 72.4% | 73.0%-0.6pp | 79.6%-7.2pp | 68.9%+3.5pp |
| Annual return | 19.63% | 20.18%-0.6pp | 19.96%-0.3pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,440 | $2,904-16.0% | $4,577-46.7% | $2,596-6.0% |
| Participant deferral / active EE | $4,812 | $4,642+3.7% | $6,326-23.9% | $4,274+12.6% |
| Admin fee / account holder | $813 | $10,210-92.0% | $17,523-95.4% | $7,775-89.5% |