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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 | $20,617 | $138,312-85.1% | $122,979-83.2% | $155,188-86.7% |
| Participation rate | 93.8% | 80.2%+13.6pp | 77.2%+16.6pp | 80.8%+12.9pp |
| Annual return | 15.16% | 22.06%-6.9pp | 20.12%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $4,947 | $3,530+40.1% | $3,062+61.6% | $4,248+16.5% |
| Participant deferral / active EE | $5,885 | $5,592+5.2% | $5,003+17.6% | $6,531-9.9% |
| Admin fee / account holder | $10,117 | $15,089-32.9% | $12,864-21.4% | $14,480-30.1% |