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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 | $9,217 | $136,860-93.3% | $120,344-92.3% | $154,746-94.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 26.87% | 21.38%+5.5pp | 20.30%+6.6pp | 172.34%-145.5pp |
| Employer contribution / active EE | $4,605 | $3,533+30.3% | $3,020+52.5% | $4,379+5.2% |
| Participant deferral / active EE | $5,303 | $5,793-8.5% | $5,135+3.3% | $6,730-21.2% |
| Admin fee / account holder | $4,281 | $15,393-72.2% | $12,742-66.4% | $14,365-70.2% |