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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 | $11,046 | $124,425-91.1% | $112,040-90.1% | $137,256-92.0% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 25.55% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,181 | $3,411-36.1% | $2,954-26.2% | $4,156-47.5% |
| Participant deferral / active EE | $4,351 | $5,718-23.9% | $5,098-14.7% | $6,407-32.1% |
| Admin fee / account holder | $1,327 | $15,207-91.3% | $12,098-89.0% | $12,270-89.2% |