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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 | $22,370 | $136,860-83.7% | $120,344-81.4% | $154,746-85.5% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 19.67% | 21.38%-1.7pp | 20.30%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,140 | $3,533-11.1% | $3,020+4.0% | $4,379-28.3% |
| Participant deferral / active EE | $6,335 | $5,793+9.4% | $5,135+23.4% | $6,730-5.9% |
| Admin fee / account holder | $585 | $15,393-96.2% | $12,742-95.4% | $14,365-95.9% |