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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 | $34,132 | $125,797-72.9% | $170,028-79.9% | $75,181-54.6% |
| Participation rate | 72.0% | 83.6%-11.6pp | 87.0%-15.0pp | 67.2%+4.8pp |
| Annual return | 19.65% | 27.20%-7.5pp | 53.39%-33.7pp | 160.69%-141.0pp |
| Employer contribution / active EE | $2,147 | $4,616-53.5% | $6,788-68.4% | $2,671-19.6% |
| Participant deferral / active EE | $5,155 | $6,838-24.6% | $10,409-50.5% | $4,126+24.9% |
| Admin fee / account holder | $8,431 | $8,177+3.1% | $12,820-34.2% | $5,650+49.2% |