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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 | $20,661 | $143,969-85.6% | $199,883-89.7% | $82,637-75.0% |
| Participation rate | 80.3% | 84.1%-3.8pp | 86.8%-6.4pp | 68.1%+12.3pp |
| Annual return | 14.69% | 25.67%-11.0pp | 43.81%-29.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,701 | $4,632-63.3% | $6,261-72.8% | $2,552-33.3% |
| Participant deferral / active EE | $3,274 | $6,937-52.8% | $9,138-64.2% | $4,126-20.6% |
| Admin fee / account holder | $4,319 | $14,597-70.4% | $17,268-75.0% | $7,339-41.1% |