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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 | $23,048 | $106,749-78.4% | $145,433-84.2% | $82,448-72.0% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.1pp |
| Annual return | 24.93% | 27.59%-2.7pp | 66.58%-41.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $4,369 | $3,444+26.8% | $4,554-4.1% | $2,551+71.3% |
| Participant deferral / active EE | $5,956 | $6,519-8.6% | $7,897-24.6% | $4,139+43.9% |
| Admin fee / account holder | $1,661 | $8,390-80.2% | $13,129-87.3% | $7,234-77.0% |