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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 | $30,467 | $108,825-72.0% | $156,181-80.5% | $82,448-63.0% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 20.38% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,484 | $2,870-48.3% | $4,294-65.4% | $2,551-41.8% |
| Participant deferral / active EE | $4,965 | $4,577+8.5% | $6,132-19.0% | $4,139+20.0% |
| Admin fee / account holder | $405 | $9,341-95.7% | $14,586-97.2% | $7,234-94.4% |