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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 | $108,825-79.0% | $156,181-85.4% | $82,448-72.3% |
| Participation rate | 87.2% | 72.4%+14.8pp | 78.8%+8.4pp | 68.1%+19.1pp |
| Annual return | 17.72% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,474 | $2,870-13.8% | $4,294-42.4% | $2,551-3.0% |
| Participant deferral / active EE | $4,712 | $4,577+2.9% | $6,132-23.2% | $4,139+13.8% |
| Admin fee / account holder | $1,070 | $9,341-88.5% | $14,586-92.7% | $7,234-85.2% |