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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 | $25,419 | $108,825-76.6% | $156,181-83.7% | $82,448-69.2% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 20.50% | 20.59%-0.1pp | 64.87%-44.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,468 | $2,870-14.0% | $4,294-42.5% | $2,551-3.2% |
| Participant deferral / active EE | $4,807 | $4,577+5.0% | $6,132-21.6% | $4,139+16.1% |
| Admin fee / account holder | $1,439 | $9,341-84.6% | $14,586-90.1% | $7,234-80.1% |