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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 | $24,567 | $136,860-82.0% | $120,344-79.6% | $154,746-84.1% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.7%+0.2pp | 80.7%-3.8pp |
| Annual return | 22.98% | 21.38%+1.6pp | 20.30%+2.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $2,199 | $3,533-37.7% | $3,020-27.2% | $4,379-49.8% |
| Participant deferral / active EE | $5,657 | $5,793-2.4% | $5,135+10.2% | $6,730-16.0% |
| Admin fee / account holder | $4,577 | $15,393-70.3% | $12,742-64.1% | $14,365-68.1% |