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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 | $14,430 | $93,598-84.6% | $135,974-89.4% | $75,173-80.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 26.32% | 30.89%-4.6pp | 68.30%-42.0pp | 160.72%-134.4pp |
| Employer contribution / active EE | $2,082 | $3,538-41.1% | $4,859-57.1% | $2,671-22.0% |
| Participant deferral / active EE | $2,875 | $6,405-55.1% | $7,760-62.9% | $4,126-30.3% |
| Admin fee / account holder | $524 | $6,978-92.5% | $10,767-95.1% | $5,651-90.7% |