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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 | $30,290 | $199,109-84.8% | $173,730-82.6% | $154,746-80.4% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 12.42% | 20.02%-7.6pp | 19.96%-7.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,539 | $5,311-71.0% | $4,577-66.4% | $4,379-64.9% |
| Participant deferral / active EE | $4,597 | $7,113-35.4% | $6,326-27.3% | $6,730-31.7% |
| Admin fee / account holder | $8,425 | $20,916-59.7% | $17,523-51.9% | $14,365-41.4% |