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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 | $21,291 | $146,267-85.4% | $197,124-89.2% | $82,448-74.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 24.76% | 29.61%-4.8pp | 44.34%-19.6pp | 41.64%-16.9pp |
| Employer contribution / active EE | $2,786 | $4,723-41.0% | $6,227-55.3% | $2,551+9.2% |
| Participant deferral / active EE | $5,647 | $7,035-19.7% | $9,135-38.2% | $4,139+36.4% |
| Admin fee / account holder | $1,169 | $14,422-91.9% | $16,298-92.8% | $7,234-83.8% |