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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 | $106,864-87.7% | $147,318-91.0% | $82,637-84.0% |
| Participation rate | 75.9% | 75.5%+0.4pp | 82.1%-6.2pp | 68.1%+7.8pp |
| Annual return | 21.40% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,255 | $3,417-34.0% | $4,593-50.9% | $2,552-11.7% |
| Participant deferral / active EE | $3,789 | $6,496-41.7% | $7,906-52.1% | $4,126-8.2% |
| Admin fee / account holder | $2,698 | $8,415-67.9% | $13,708-80.3% | $7,339-63.2% |