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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 | $22,066 | $95,404-76.9% | $113,397-80.5% | $82,637-73.3% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.5%-2.0pp | 68.1%+6.5pp |
| Annual return | 18.14% | 19.08%-0.9pp | 23.20%-5.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,737 | $2,307+18.7% | $2,977-8.1% | $2,552+7.3% |
| Participant deferral / active EE | $3,723 | $4,220-11.8% | $5,076-26.7% | $4,126-9.8% |
| Admin fee / account holder | $5,110 | $9,168-44.3% | $11,957-57.3% | $7,339-30.4% |