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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 | $20,292 | $215,361-90.6% | $171,082-88.1% | $273,972-92.6% |
| Participation rate | 79.2% | 82.0%-2.9pp | 76.7%+2.5pp | 83.0%-3.8pp |
| Annual return | 6.93% | 25.14%-18.2pp | 32.56%-25.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $471 | $4,967-90.5% | $4,002-88.2% | $4,869-90.3% |
| Participant deferral / active EE | $1,633 | $5,543-70.5% | $4,797-66.0% | $5,287-69.1% |
| Admin fee / account holder | $2,108 | $10,846-80.6% | $8,520-75.3% | $10,133-79.2% |