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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 | $106,524-80.9% | $152,301-86.6% | $87,485-76.7% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 20.56% | 26.89%-6.3pp | 80.50%-59.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $3,403 | $3,371+0.9% | $4,624-26.4% | $2,596+31.1% |
| Participant deferral / active EE | $6,537 | $6,525+0.2% | $8,004-18.3% | $4,274+53.0% |
| Admin fee / account holder | $1,807 | $8,287-78.2% | $14,398-87.5% | $7,775-76.8% |