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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 | $27,174 | $108,825-75.0% | $156,181-82.6% | $82,448-67.0% |
| Participation rate | 76.6% | 72.4%+4.2pp | 78.8%-2.2pp | 68.1%+8.5pp |
| Annual return | 14.49% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,272 | $2,870-20.8% | $4,294-47.1% | $2,551-10.9% |
| Participant deferral / active EE | $4,537 | $4,577-0.9% | $6,132-26.0% | $4,139+9.6% |
| Admin fee / account holder | $3,669 | $9,341-60.7% | $14,586-74.8% | $7,234-49.3% |