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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 | $21,272 | $136,860-84.5% | $120,344-82.3% | $154,746-86.3% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 24.40% | 21.38%+3.0pp | 20.30%+4.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,539 | $3,533-56.4% | $3,020-49.0% | $4,379-64.8% |
| Participant deferral / active EE | $6,829 | $5,793+17.9% | $5,135+33.0% | $6,730+1.5% |
| Admin fee / account holder | $2,958 | $15,393-80.8% | $12,742-76.8% | $14,365-79.4% |