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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 | $22,598 | $106,864-78.9% | $147,318-84.7% | $82,637-72.7% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 19.92% | 27.49%-7.6pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $3,934 | $3,417+15.1% | $4,593-14.3% | $2,552+54.1% |
| Participant deferral / active EE | $5,555 | $6,496-14.5% | $7,906-29.7% | $4,126+34.6% |
| Admin fee / account holder | $1,267 | $8,415-84.9% | $13,708-90.8% | $7,339-82.7% |