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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 | $38,671 | $145,431-73.4% | $211,142-81.7% | $87,485-55.8% |
| Participation rate | 84.6% | 84.7%-0.1pp | 87.3%-2.7pp | 68.9%+15.7pp |
| Annual return | 19.94% | 27.21%-7.3pp | 46.84%-26.9pp | 26.06%-6.1pp |
| Employer contribution / active EE | $3,440 | $4,662-26.2% | $6,442-46.6% | $2,596+32.5% |
| Participant deferral / active EE | $6,092 | $6,859-11.2% | $9,284-34.4% | $4,274+42.5% |
| Admin fee / account holder | $4,078 | $17,052-76.1% | $19,076-78.6% | $7,775-47.5% |