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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 | $29,939 | $110,137-72.8% | $161,149-81.4% | $82,637-63.8% |
| Participation rate | 72.5% | 72.4%+0.1pp | 78.8%-6.4pp | 68.1%+4.4pp |
| Annual return | 31.37% | 20.69%+10.7pp | 21.16%+10.2pp | 53.51%-22.1pp |
| Employer contribution / active EE | $4,319 | $2,856+51.2% | $4,360-0.9% | $2,552+69.2% |
| Participant deferral / active EE | $6,642 | $4,575+45.2% | $6,153+7.9% | $4,126+61.0% |
| Admin fee / account holder | $7,583 | $9,467-19.9% | $15,194-50.1% | $7,339+3.3% |