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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 | $27,372 | $96,731-71.7% | $123,973-77.9% | $86,983-68.5% |
| Participation rate | 75.9% | 70.0%+5.8pp | 76.7%-0.8pp | 69.5%+6.3pp |
| Annual return | 19.53% | 17.33%+2.2pp | 388.13%-368.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $3,532 | $3,297+7.1% | $4,126-14.4% | $2,584+36.7% |
| Participant deferral / active EE | $5,491 | $4,152+32.3% | $5,247+4.7% | $4,194+30.9% |
| Admin fee / account holder | $12,638 | $8,722+44.9% | $11,799+7.1% | $7,856+60.9% |