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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 | $19,395 | $165,381-88.3% | $149,730-87.0% | $158,966-87.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.43% | 348.29%-320.9pp | 276.70%-249.3pp | 302.95%-275.5pp |
| Employer contribution / active EE | $3,553 | $5,104-30.4% | $4,645-23.5% | $4,762-25.4% |
| Participant deferral / active EE | $7,992 | $7,182+11.3% | $6,843+16.8% | $5,983+33.6% |
| Admin fee / account holder | $423 | $10,809-96.1% | $9,310-95.5% | $11,250-96.2% |