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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 | $18,499 | $126,661-85.4% | $113,397-83.7% | $138,895-86.7% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.5%+16.8pp | 79.9%+13.4pp |
| Annual return | 17.11% | 25.05%-7.9pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,836 | $3,456-17.9% | $2,977-4.7% | $4,194-32.4% |
| Participant deferral / active EE | $4,237 | $5,693-25.6% | $5,076-16.5% | $6,396-33.8% |
| Admin fee / account holder | $3,373 | $14,549-76.8% | $11,957-71.8% | $12,562-73.1% |