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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 | $15,800 | $171,930-90.8% | $151,266-89.6% | $154,746-89.8% |
| Participation rate | 95.8% | 80.5%+15.3pp | 77.0%+18.9pp | 80.7%+15.1pp |
| Annual return | 27.10% | 242.03%-214.9pp | 180.60%-153.5pp | 172.34%-145.2pp |
| Employer contribution / active EE | $3,451 | $4,710-26.7% | $4,237-18.5% | $4,379-21.2% |
| Participant deferral / active EE | $3,148 | $8,191-61.6% | $7,337-57.1% | $6,730-53.2% |
| Admin fee / account holder | $488 | $15,803-96.9% | $13,159-96.3% | $14,365-96.6% |