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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 | $20,970 | $93,589-77.6% | $135,942-84.6% | $75,181-72.1% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 28.67% | 30.90%-2.2pp | 68.28%-39.6pp | 160.69%-132.0pp |
| Employer contribution / active EE | $3,279 | $3,537-7.3% | $4,858-32.5% | $2,671+22.8% |
| Participant deferral / active EE | $6,180 | $6,405-3.5% | $7,759-20.3% | $4,126+49.8% |
| Admin fee / account holder | $3,929 | $6,977-43.7% | $10,764-63.5% | $5,650-30.5% |