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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 | $20,021 | $93,617-78.6% | $135,982-85.3% | $75,177-73.4% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.4pp | 67.2%+9.4pp |
| Annual return | 16.23% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,541 | $3,538-28.2% | $4,859-47.7% | $2,671-4.9% |
| Participant deferral / active EE | $4,836 | $6,406-24.5% | $7,760-37.7% | $4,126+17.2% |
| Admin fee / account holder | $3,181 | $6,980-54.4% | $10,767-70.5% | $5,651-43.7% |