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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 | $22,775 | $76,371-70.2% | $93,621-75.7% | $72,976-68.8% |
| Participation rate | 72.7% | 71.8%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 21.89% | 25.82%-3.9pp | 32.76%-10.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,151 | $2,276-49.4% | $2,719-57.7% | $2,440-52.8% |
| Participant deferral / active EE | $1,888 | $3,538-46.6% | $4,070-53.6% | $3,608-47.7% |
| Admin fee / account holder | $1,956 | $6,839-71.4% | $7,890-75.2% | $5,124-61.8% |