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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 | $23,745 | $93,345-74.6% | $119,126-80.1% | $87,485-72.9% |
| Participation rate | 96.4% | 68.7%+27.6pp | 75.8%+20.6pp | 68.9%+27.4pp |
| Annual return | 21.60% | 19.08%+2.5pp | 282.11%-260.5pp | 26.06%-4.5pp |
| Employer contribution / active EE | $3,028 | $3,172-4.5% | $4,034-24.9% | $2,596+16.6% |
| Participant deferral / active EE | $4,298 | $4,099+4.9% | $5,318-19.2% | $4,274+0.6% |
| Admin fee / account holder | $1,173 | $8,039-85.4% | $10,693-89.0% | $7,775-84.9% |