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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 | $79,700-71.9% | $153,500-85.4% | $74,429-69.9% |
| Participation rate | 90.5% | 69.8%+20.7pp | 77.1%+13.4pp | 67.2%+23.3pp |
| Annual return | 13.86% | 15.07%-1.2pp | 15.70%-1.8pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,568 | $4,016-36.0% | $5,039-49.0% | $2,625-2.1% |
| Participant deferral / active EE | $5,395 | $5,315+1.5% | $6,756-20.2% | $4,348+24.1% |
| Admin fee / account holder | $1,754 | $1,790-2.0% | $12,736-86.2% | $1,944-9.8% |