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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 | $22,376 | $79,779-72.0% | $153,741-85.4% | $74,478-70.0% |
| Participation rate | 90.5% | 69.9%+20.6pp | 77.1%+13.4pp | 67.2%+23.3pp |
| Annual return | 13.86% | 15.08%-1.2pp | 15.71%-1.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,568 | $4,026-36.2% | $5,042-49.1% | $2,626-2.2% |
| Participant deferral / active EE | $5,395 | $5,329+1.2% | $6,757-20.2% | $4,350+24.0% |
| Admin fee / account holder | $1,754 | $1,761-0.4% | $12,749-86.2% | $1,946-9.9% |