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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 | $23,982 | $67,602-64.5% | $82,312-70.9% | $70,126-65.8% |
| Participation rate | 70.1% | 72.8%-2.6pp | 76.9%-6.8pp | 69.5%+0.6pp |
| Annual return | 20.36% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,843 | $1,755+5.0% | $2,428-24.1% | $2,343-21.3% |
| Participant deferral / active EE | $2,785 | $2,987-6.8% | $3,706-24.9% | $3,332-16.4% |
| Admin fee / account holder | $1,923 | $4,512-57.4% | $5,608-65.7% | $4,645-58.6% |