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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 | $18,721 | $89,259-79.0% | $107,187-82.5% | $82,637-77.3% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.9pp | 68.1%+23.8pp |
| Annual return | 23.09% | 21.02%+2.1pp | 204.55%-181.5pp | 53.51%-30.4pp |
| Employer contribution / active EE | $1,926 | $3,080-37.5% | $3,782-49.1% | $2,552-24.6% |
| Participant deferral / active EE | $4,438 | $4,037+9.9% | $5,096-12.9% | $4,126+7.6% |
| Admin fee / account holder | $3,881 | $7,381-47.4% | $9,162-57.6% | $7,339-47.1% |