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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 | $18,114 | $178,174-89.8% | $156,181-88.4% | $137,256-86.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 27.76% | 84.19%-56.4pp | 64.87%-37.1pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,413 | $4,972-31.4% | $4,294-20.5% | $4,156-17.9% |
| Participant deferral / active EE | $7,037 | $6,888+2.2% | $6,132+14.8% | $6,407+9.8% |
| Admin fee / account holder | $3,567 | $17,404-79.5% | $14,586-75.5% | $12,270-70.9% |