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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 | $95,404-65.1% | $113,397-70.7% | $82,637-59.8% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 22.31% | 19.08%+3.2pp | 23.20%-0.9pp | 53.51%-31.2pp |
| Employer contribution / active EE | $3,334 | $2,307+44.5% | $2,977+12.0% | $2,552+30.6% |
| Participant deferral / active EE | $7,565 | $4,220+79.3% | $5,076+49.0% | $4,126+83.3% |
| Admin fee / account holder | $3,307 | $9,168-63.9% | $11,957-72.3% | $7,339-54.9% |