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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 | $23,171 | $213,785-89.2% | $185,441-87.5% | $155,188-85.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 16.13% | 19.97%-3.8pp | 20.16%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,271 | $5,393-57.9% | $4,672-51.4% | $4,248-46.5% |
| Participant deferral / active EE | $6,021 | $6,864-12.3% | $6,152-2.1% | $6,531-7.8% |
| Admin fee / account holder | $5,618 | $21,134-73.4% | $17,890-68.6% | $14,480-61.2% |