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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 | $20,460 | $135,956-85.0% | $123,894-83.5% | $273,972-92.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 13.84% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $4,211 | $5,170-18.6% | $4,617-8.8% | $4,869-13.5% |
| Participant deferral / active EE | $7,574 | $6,343+19.4% | $5,984+26.6% | $5,287+43.2% |
| Admin fee / account holder | $2,659 | $9,817-72.9% | $8,357-68.2% | $10,133-73.8% |