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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 | $13,233 | $83,090-84.1% | $130,062-89.8% | $71,529-81.5% |
| Participation rate | 97.3% | 74.1%+23.2pp | 78.5%+18.8pp | 67.9%+29.4pp |
| Annual return | 22.78% | 20.61%+2.2pp | -137.37%+160.1pp | 28.97%-6.2pp |
| Employer contribution / active EE | $3,167 | $2,624+20.7% | $4,322-26.7% | $2,590+22.3% |
| Participant deferral / active EE | $2,959 | $4,436-33.3% | $5,821-49.2% | $4,291-31.0% |
| Admin fee / account holder | $1,785 | $1,727+3.4% | $10,601-83.2% | $1,588+12.4% |