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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 | $17,612 | $87,132-79.8% | $105,624-83.3% | $80,959-78.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.7%+25.7pp |
| Annual return | 33.55% | 17.03%+16.5pp | 116.20%-82.7pp | 35.67%-2.1pp |
| Employer contribution / active EE | $2,255 | $2,397-5.9% | $3,168-28.8% | $2,757-18.2% |
| Participant deferral / active EE | $4,386 | $3,985+10.0% | $5,013-12.5% | $4,300+2.0% |
| Admin fee / account holder | $1,775 | $8,449-79.0% | $10,961-83.8% | $6,925-74.4% |