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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 | $27,024 | $199,109-86.4% | $173,730-84.4% | $154,746-82.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 23.97% | 20.02%+3.9pp | 19.96%+4.0pp | 172.34%-148.4pp |
| Employer contribution / active EE | $2,304 | $5,311-56.6% | $4,577-49.7% | $4,379-47.4% |
| Participant deferral / active EE | $4,004 | $7,113-43.7% | $6,326-36.7% | $6,730-40.5% |
| Admin fee / account holder | $370 | $20,916-98.2% | $17,523-97.9% | $14,365-97.4% |