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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 | $19,295 | $79,955-75.9% | $98,450-80.4% | $75,181-74.3% |
| Participation rate | 98.3% | 70.4%+28.0pp | 75.2%+23.2pp | 67.2%+31.1pp |
| Annual return | 27.25% | 19.75%+7.5pp | 21.16%+6.1pp | 160.69%-133.4pp |
| Employer contribution / active EE | $2,827 | $2,264+24.9% | $3,049-7.3% | $2,671+5.9% |
| Participant deferral / active EE | $5,604 | $3,752+49.4% | $4,739+18.3% | $4,126+35.8% |
| Admin fee / account holder | $4,228 | $6,841-38.2% | $8,961-52.8% | $5,650-25.2% |