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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 | $25,326 | $86,938-70.9% | $102,423-75.3% | $80,925-68.7% |
| Participation rate | 80.4% | 72.4%+8.1pp | 76.5%+3.9pp | 67.7%+12.8pp |
| Annual return | 14.41% | 18.89%-4.5pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $773 | $2,369-67.4% | $3,023-74.4% | $2,756-72.0% |
| Participant deferral / active EE | $6,657 | $4,120+61.6% | $5,054+31.7% | $4,299+54.9% |
| Admin fee / account holder | $1,910 | $8,053-76.3% | $9,455-79.8% | $6,940-72.5% |