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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 | $32,528 | $100,194-67.5% | $122,979-73.5% | $86,983-62.6% |
| Participation rate | 71.2% | 73.0%-1.8pp | 77.2%-6.0pp | 69.5%+1.6pp |
| Annual return | 13.79% | 16.47%-2.7pp | 20.12%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,622 | $2,326+12.7% | $3,062-14.4% | $2,584+1.4% |
| Participant deferral / active EE | $4,430 | $4,133+7.2% | $5,003-11.5% | $4,194+5.6% |
| Admin fee / account holder | $1,245 | $10,148-87.7% | $12,864-90.3% | $7,856-84.2% |