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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 | $106,864-78.9% | $147,318-84.7% | $82,637-72.8% |
| Participation rate | 70.2% | 75.5%-5.3pp | 82.1%-11.9pp | 68.1%+2.1pp |
| Annual return | 20.41% | 27.49%-7.1pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $2,280 | $3,417-33.3% | $4,593-50.4% | $2,552-10.7% |
| Participant deferral / active EE | $5,064 | $6,496-22.0% | $7,906-36.0% | $4,126+22.7% |
| Admin fee / account holder | $1,798 | $8,415-78.6% | $13,708-86.9% | $7,339-75.5% |