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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 | $18,461 | $93,598-80.3% | $135,974-86.4% | $75,173-75.4% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 23.52% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $4,389 | $3,538+24.1% | $4,859-9.7% | $2,671+64.3% |
| Participant deferral / active EE | $6,466 | $6,405+0.9% | $7,760-16.7% | $4,126+56.7% |
| Admin fee / account holder | $1,952 | $6,978-72.0% | $10,767-81.9% | $5,651-65.5% |