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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 | $18,767 | $77,523-75.8% | $100,383-81.3% | $80,874-76.8% |
| Participation rate | 96.4% | 77.0%+19.5pp | 81.5%+14.9pp | 67.6%+28.8pp |
| Annual return | 24.80% | 37.21%-12.4pp | 49.26%-24.5pp | 35.62%-10.8pp |
| Employer contribution / active EE | $1,930 | $2,801-31.1% | $3,944-51.1% | $2,756-30.0% |
| Participant deferral / active EE | $5,013 | $6,822-26.5% | $8,086-38.0% | $4,297+16.7% |
| Admin fee / account holder | $3,405 | $5,899-42.3% | $7,900-56.9% | $6,935-50.9% |