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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 | $22,222 | $101,795-78.2% | $165,100-86.5% | $80,959-72.6% |
| Participation rate | 73.1% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.4pp |
| Annual return | 34.40% | 16.73%+17.7pp | 70.21%-35.8pp | 35.67%-1.3pp |
| Employer contribution / active EE | $2,026 | $2,954-31.4% | $4,348-53.4% | $2,757-26.5% |
| Participant deferral / active EE | $3,018 | $4,476-32.6% | $6,035-50.0% | $4,300-29.8% |
| Admin fee / account holder | $345 | $8,221-95.8% | $12,696-97.3% | $6,925-95.0% |