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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 | $22,506 | $106,524-78.9% | $152,301-85.2% | $87,485-74.3% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.4%-12.3pp | 68.9%+1.2pp |
| Annual return | 20.41% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,280 | $3,371-32.4% | $4,624-50.7% | $2,596-12.2% |
| Participant deferral / active EE | $5,064 | $6,525-22.4% | $8,004-36.7% | $4,274+18.5% |
| Admin fee / account holder | $1,798 | $8,287-78.3% | $14,398-87.5% | $7,775-76.9% |