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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 | $10,268 | $86,949-88.2% | $102,460-90.0% | $80,959-87.3% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 41.21% | 18.89%+22.3pp | 29.47%+11.7pp | 35.67%+5.5pp |
| Employer contribution / active EE | $2,190 | $2,370-7.6% | $3,025-27.6% | $2,757-20.6% |
| Participant deferral / active EE | $3,437 | $4,121-16.6% | $5,056-32.0% | $4,300-20.1% |
| Admin fee / account holder | $1,230 | $8,048-84.7% | $9,460-87.0% | $6,925-82.2% |