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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 | $10,434 | $178,174-94.1% | $156,181-93.3% | $137,256-92.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 27.84% | 84.19%-56.3pp | 64.87%-37.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,702 | $4,972-65.8% | $4,294-60.4% | $4,156-59.0% |
| Participant deferral / active EE | $2,331 | $6,888-66.2% | $6,132-62.0% | $6,407-63.6% |
| Admin fee / account holder | $2,167 | $17,404-87.6% | $14,586-85.1% | $12,270-82.3% |