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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 | $18,892 | $145,431-87.0% | $211,142-91.1% | $87,485-78.4% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.3%+7.7pp | 68.9%+26.1pp |
| Annual return | 19.24% | 27.21%-8.0pp | 46.84%-27.6pp | 26.06%-6.8pp |
| Employer contribution / active EE | $3,092 | $4,662-33.7% | $6,442-52.0% | $2,596+19.1% |
| Participant deferral / active EE | $6,446 | $6,859-6.0% | $9,284-30.6% | $4,274+50.8% |
| Admin fee / account holder | $4,610 | $17,052-73.0% | $19,076-75.8% | $7,775-40.7% |