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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 | $20,370 | $106,749-80.9% | $145,433-86.0% | $82,448-75.3% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 20.56% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $3,403 | $3,444-1.2% | $4,554-25.3% | $2,551+33.4% |
| Participant deferral / active EE | $6,537 | $6,519+0.3% | $7,897-17.2% | $4,139+57.9% |
| Admin fee / account holder | $1,807 | $8,390-78.5% | $13,129-86.2% | $7,234-75.0% |