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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 | $34,417 | $146,267-76.5% | $197,124-82.5% | $82,448-58.3% |
| Participation rate | 88.4% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.3pp |
| Annual return | 41.80% | 29.61%+12.2pp | 44.34%-2.5pp | 41.64%+0.2pp |
| Employer contribution / active EE | $2,735 | $4,723-42.1% | $6,227-56.1% | $2,551+7.2% |
| Participant deferral / active EE | $6,382 | $7,035-9.3% | $9,135-30.1% | $4,139+54.2% |
| Admin fee / account holder | $1,230 | $14,422-91.5% | $16,298-92.5% | $7,234-83.0% |