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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 | $28,355 | $95,404-70.3% | $113,397-75.0% | $82,637-65.7% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.5%+11.4pp | 68.1%+19.8pp |
| Annual return | 48.88% | 19.08%+29.8pp | 23.20%+25.7pp | 53.51%-4.6pp |
| Employer contribution / active EE | $3,346 | $2,307+45.1% | $2,977+12.4% | $2,552+31.1% |
| Participant deferral / active EE | $2,032 | $4,220-51.8% | $5,076-60.0% | $4,126-50.8% |
| Admin fee / account holder | $318 | $9,168-96.5% | $11,957-97.3% | $7,339-95.7% |