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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 | $26,407 | $125,797-79.0% | $170,043-84.5% | $75,173-64.9% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.0%+8.5pp | 67.2%+28.3pp |
| Annual return | 17.46% | 27.20%-9.7pp | 53.40%-35.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,057 | $4,616-55.4% | $6,790-69.7% | $2,671-23.0% |
| Participant deferral / active EE | $3,586 | $6,838-47.6% | $10,410-65.6% | $4,126-13.1% |
| Admin fee / account holder | $721 | $8,177-91.2% | $12,824-94.4% | $5,651-87.2% |