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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 | $26,115 | $80,992-67.8% | $96,534-72.9% | $75,173-65.3% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 20.47% | 27.05%-6.6pp | 25.88%-5.4pp | 160.72%-140.2pp |
| Employer contribution / active EE | $2,459 | $2,283+7.7% | $2,965-17.1% | $2,671-7.9% |
| Participant deferral / active EE | $3,266 | $3,929-16.9% | $4,851-32.7% | $4,126-20.9% |
| Admin fee / account holder | $316 | $6,717-95.3% | $8,253-96.2% | $5,651-94.4% |