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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 | $106,749-78.8% | $145,433-84.5% | $82,448-72.6% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 19.92% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,934 | $3,444+14.2% | $4,554-13.6% | $2,551+54.2% |
| Participant deferral / active EE | $5,555 | $6,519-14.8% | $7,897-29.7% | $4,139+34.2% |
| Admin fee / account holder | $1,267 | $8,390-84.9% | $13,129-90.3% | $7,234-82.5% |