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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 | $22,332 | $77,492-71.2% | $100,398-77.8% | $80,911-72.4% |
| Participation rate | 93.1% | 76.9%+16.2pp | 81.5%+11.6pp | 67.6%+25.5pp |
| Annual return | 56.59% | 37.23%+19.4pp | 49.32%+7.3pp | 35.63%+21.0pp |
| Employer contribution / active EE | $3,105 | $2,800+10.9% | $3,946-21.3% | $2,756+12.7% |
| Participant deferral / active EE | $9,075 | $6,817+33.1% | $8,084+12.3% | $4,297+111.2% |
| Admin fee / account holder | $7,989 | $5,892+35.6% | $7,893+1.2% | $6,935+15.2% |