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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 | $11,721 | $135,956-91.4% | $123,894-90.5% | $273,972-95.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,967 | $5,170-42.6% | $4,617-35.7% | $4,869-39.1% |
| Participant deferral / active EE | $6,679 | $6,343+5.3% | $5,984+11.6% | $5,287+26.3% |
| Admin fee / account holder | $3,165 | $9,817-67.8% | $8,357-62.1% | $10,133-68.8% |