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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 | $19,421 | $177,156-89.0% | $147,027-86.8% | $154,746-87.4% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 15.91% | 21.94%-6.0pp | 20.23%-4.3pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,355 | $4,336-22.6% | $3,626-7.5% | $4,379-23.4% |
| Participant deferral / active EE | $4,930 | $5,797-15.0% | $4,933-0.1% | $6,730-26.7% |
| Admin fee / account holder | $23,101 | $14,904+55.0% | $12,223+89.0% | $14,365+60.8% |