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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 | $19,786 | $100,784-80.4% | $191,597-89.7% | $82,637-76.1% |
| Participation rate | 91.9% | 70.5%+21.4pp | 76.9%+15.0pp | 68.1%+23.8pp |
| Annual return | 18.78% | 18.13%+0.7pp | 27.07%-8.3pp | 53.51%-34.7pp |
| Employer contribution / active EE | $3,352 | $3,102+8.1% | $5,025-33.3% | $2,552+31.3% |
| Participant deferral / active EE | $4,750 | $4,937-3.8% | $6,850-30.7% | $4,126+15.1% |
| Admin fee / account holder | $6,707 | $10,062-33.3% | $22,799-70.6% | $7,339-8.6% |