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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 | $25,715 | $96,731-73.4% | $123,973-79.3% | $86,983-70.4% |
| Participation rate | 97.7% | 70.0%+27.7pp | 76.7%+21.1pp | 69.5%+28.2pp |
| Annual return | 13.15% | 17.33%-4.2pp | 388.13%-375.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $2,833 | $3,297-14.1% | $4,126-31.3% | $2,584+9.6% |
| Participant deferral / active EE | $5,097 | $4,152+22.8% | $5,247-2.9% | $4,194+21.5% |
| Admin fee / account holder | $823 | $8,722-90.6% | $11,799-93.0% | $7,856-89.5% |