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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 | $25,743 | $108,825-76.3% | $156,181-83.5% | $82,448-68.8% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 20.27% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,422 | $2,870-15.6% | $4,294-43.6% | $2,551-5.0% |
| Participant deferral / active EE | $3,068 | $4,577-33.0% | $6,132-50.0% | $4,139-25.9% |
| Admin fee / account holder | $354 | $9,341-96.2% | $14,586-97.6% | $7,234-95.1% |