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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 | $28,797 | $95,404-69.8% | $113,397-74.6% | $82,637-65.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 32.96% | 19.08%+13.9pp | 23.20%+9.8pp | 53.51%-20.5pp |
| Employer contribution / active EE | $5,149 | $2,307+123.2% | $2,977+72.9% | $2,552+101.7% |
| Participant deferral / active EE | $10,640 | $4,220+152.2% | $5,076+109.6% | $4,126+157.9% |
| Admin fee / account holder | $1,920 | $9,168-79.1% | $11,957-83.9% | $7,339-73.8% |