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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 | $146,267-87.1% | $197,124-90.4% | $82,448-77.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 86.7%+8.3pp | 68.1%+26.9pp |
| Annual return | 19.24% | 29.61%-10.4pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,092 | $4,723-34.5% | $6,227-50.3% | $2,551+21.2% |
| Participant deferral / active EE | $6,446 | $7,035-8.4% | $9,135-29.4% | $4,139+55.7% |
| Admin fee / account holder | $4,610 | $14,422-68.0% | $16,298-71.7% | $7,234-36.3% |