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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 | $19,558 | $106,749-81.7% | $145,433-86.6% | $82,448-76.3% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 27.46% | 27.59%-0.1pp | 66.58%-39.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $4,887 | $3,444+41.9% | $4,554+7.3% | $2,551+91.6% |
| Participant deferral / active EE | $4,580 | $6,519-29.7% | $7,897-42.0% | $4,139+10.7% |
| Admin fee / account holder | $1,334 | $8,390-84.1% | $13,129-89.8% | $7,234-81.6% |