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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 | $23,345 | $106,864-78.2% | $147,318-84.2% | $82,637-71.8% |
| Participation rate | 87.8% | 75.5%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 18.26% | 27.49%-9.2pp | 70.43%-52.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $865 | $3,417-74.7% | $4,593-81.2% | $2,552-66.1% |
| Participant deferral / active EE | $2,895 | $6,496-55.4% | $7,906-63.4% | $4,126-29.8% |
| Admin fee / account holder | $1,527 | $8,415-81.8% | $13,708-88.9% | $7,339-79.2% |