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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 | $21,856 | $138,312-84.2% | $122,979-82.2% | $155,188-85.9% |
| Participation rate | 84.6% | 80.2%+4.4pp | 77.2%+7.4pp | 80.8%+3.8pp |
| Annual return | 9.52% | 22.06%-12.5pp | 20.12%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $2,058 | $3,530-41.7% | $3,062-32.8% | $4,248-51.6% |
| Participant deferral / active EE | $4,989 | $5,592-10.8% | $5,003-0.3% | $6,531-23.6% |
| Admin fee / account holder | $3,769 | $15,089-75.0% | $12,864-70.7% | $14,480-74.0% |