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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 | $15,654 | $71,878-78.2% | $86,698-81.9% | $68,486-77.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | 35.87% | 3.53%+32.3pp | 35.95%-0.1pp | -7.85%+43.7pp |
| Employer contribution / active EE | $2,164 | $2,173-0.4% | $2,837-23.7% | $2,597-16.7% |
| Participant deferral / active EE | $9,539 | $3,779+152.4% | $4,656+104.9% | $4,028+136.8% |
| Admin fee / account holder | $4,470 | $6,113-26.9% | $7,493-40.3% | $5,404-17.3% |