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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 | $13,186 | $106,749-87.6% | $145,433-90.9% | $82,448-84.0% |
| Participation rate | 75.9% | 75.6%+0.2pp | 82.1%-6.3pp | 68.1%+7.8pp |
| Annual return | 21.40% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,255 | $3,444-34.5% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $3,789 | $6,519-41.9% | $7,897-52.0% | $4,139-8.5% |
| Admin fee / account holder | $2,698 | $8,390-67.8% | $13,129-79.4% | $7,234-62.7% |