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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 | $25,963 | $138,386-81.2% | $184,260-85.9% | $80,935-67.9% |
| Participation rate | 91.3% | 83.9%+7.4pp | 86.8%+4.5pp | 67.7%+23.6pp |
| Annual return | 43.03% | 20.02%+23.0pp | 28.84%+14.2pp | 35.66%+7.4pp |
| Employer contribution / active EE | $2,108 | $4,851-56.5% | $6,427-67.2% | $2,757-23.5% |
| Participant deferral / active EE | $6,054 | $7,076-14.4% | $9,133-33.7% | $4,299+40.8% |
| Admin fee / account holder | $2,395 | $10,489-77.2% | $13,898-82.8% | $6,924-65.4% |