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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 | $115,931-77.9% | $185,441-86.2% | $86,983-70.6% |
| Participation rate | 72.4% | 73.6%-1.2pp | 80.3%-7.8pp | 69.5%+2.9pp |
| Annual return | 19.63% | 21.47%-1.8pp | 20.16%-0.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $2,440 | $2,937-16.9% | $4,672-47.8% | $2,584-5.6% |
| Participant deferral / active EE | $4,812 | $4,551+5.7% | $6,152-21.8% | $4,194+14.7% |
| Admin fee / account holder | $813 | $10,687-92.4% | $17,890-95.5% | $7,856-89.7% |