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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 | $12,933 | $95,453-86.5% | $112,040-88.5% | $82,448-84.3% |
| Participation rate | 72.4% | 72.8%-0.3pp | 76.5%-4.1pp | 68.1%+4.3pp |
| Annual return | 20.45% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,247 | $2,318-3.0% | $2,954-23.9% | $2,551-11.9% |
| Participant deferral / active EE | $3,538 | $4,224-16.2% | $5,098-30.6% | $4,139-14.5% |
| Admin fee / account holder | $5,327 | $9,013-40.9% | $12,098-56.0% | $7,234-26.4% |