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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 | $32,648 | $138,386-76.4% | $184,260-82.3% | $80,935-59.7% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.7%+29.6pp |
| Annual return | 60.97% | 20.02%+40.9pp | 28.84%+32.1pp | 35.66%+25.3pp |
| Employer contribution / active EE | $2,608 | $4,851-46.2% | $6,427-59.4% | $2,757-5.4% |
| Participant deferral / active EE | $5,830 | $7,076-17.6% | $9,133-36.2% | $4,299+35.6% |
| Admin fee / account holder | $3,426 | $10,489-67.3% | $13,898-75.3% | $6,924-50.5% |