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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 | $185,141-89.5% | $153,416-87.3% | $155,188-87.5% |
| Participation rate | 85.7% | 79.9%+5.8pp | 74.3%+11.4pp | 80.8%+4.9pp |
| Annual return | 15.91% | 18.72%-2.8pp | 17.84%-1.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,355 | $4,489-25.3% | $3,764-10.9% | $4,248-21.0% |
| Participant deferral / active EE | $4,930 | $5,477-10.0% | $4,723+4.4% | $6,531-24.5% |
| Admin fee / account holder | $23,101 | $16,005+44.3% | $13,095+76.4% | $14,480+59.5% |