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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 | $33,261 | $104,098-68.0% | $140,514-76.3% | $94,015-64.6% |
| Participation rate | 93.8% | 73.7%+20.0pp | 77.8%+16.0pp | 70.8%+22.9pp |
| Annual return | 22.31% | 15.14%+7.2pp | 14.36%+8.0pp | 17.84%+4.5pp |
| Employer contribution / active EE | $3,334 | $2,388+39.6% | $3,378-1.3% | $2,790+19.5% |
| Participant deferral / active EE | $7,565 | $4,033+87.6% | $4,919+53.8% | $4,249+78.0% |
| Admin fee / account holder | $3,307 | $10,439-68.3% | $13,697-75.9% | $8,951-63.1% |