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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 | $25,741 | $80,731-68.1% | $103,374-75.1% | $74,546-65.5% |
| Participation rate | 71.4% | 65.7%+5.8pp | 74.5%-3.1pp | 67.2%+4.2pp |
| Annual return | 17.61% | 27.56%-10.0pp | 24.89%-7.3pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $2,696 | $3,158-14.6% | $3,869-30.3% | $2,624+2.7% |
| Participant deferral / active EE | $3,682 | $3,860-4.6% | $5,058-27.2% | $4,347-15.3% |
| Admin fee / account holder | $1,740 | $2,369-26.5% | $8,394-79.3% | $1,944-10.5% |