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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 | $20,014 | $93,598-78.6% | $135,974-85.3% | $75,173-73.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 16.69% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,185 | $3,538-38.2% | $4,859-55.0% | $2,671-18.2% |
| Participant deferral / active EE | $2,861 | $6,405-55.3% | $7,760-63.1% | $4,126-30.7% |
| Admin fee / account holder | $445 | $6,978-93.6% | $10,767-95.9% | $5,651-92.1% |