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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 | $21,098 | $95,404-77.9% | $113,397-81.4% | $82,637-74.5% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.5%+1.8pp | 68.1%+10.3pp |
| Annual return | 16.75% | 19.08%-2.3pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,276 | $2,307-1.3% | $2,977-23.5% | $2,552-10.8% |
| Participant deferral / active EE | $4,857 | $4,220+15.1% | $5,076-4.3% | $4,126+17.7% |
| Admin fee / account holder | $2,930 | $9,168-68.0% | $11,957-75.5% | $7,339-60.1% |