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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 | $22,859 | $114,712-80.1% | $173,730-86.8% | $87,485-73.9% |
| Participation rate | 87.2% | 73.0%+14.2pp | 79.6%+7.6pp | 68.9%+18.2pp |
| Annual return | 17.72% | 20.18%-2.5pp | 19.96%-2.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,474 | $2,904-14.8% | $4,577-45.9% | $2,596-4.7% |
| Participant deferral / active EE | $4,712 | $4,642+1.5% | $6,326-25.5% | $4,274+10.3% |
| Admin fee / account holder | $1,070 | $10,210-89.5% | $17,523-93.9% | $7,775-86.2% |