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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 | $18,667 | $93,598-80.1% | $135,974-86.3% | $75,173-75.2% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 19.54% | 30.89%-11.3pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,332 | $3,538-5.8% | $4,859-31.4% | $2,671+24.8% |
| Participant deferral / active EE | $6,957 | $6,405+8.6% | $7,760-10.3% | $4,126+68.6% |
| Admin fee / account holder | $3,354 | $6,978-51.9% | $10,767-68.9% | $5,651-40.7% |