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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 | $18,452 | $106,864-82.7% | $147,318-87.5% | $82,637-77.7% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 30.13% | 27.49%+2.6pp | 70.43%-40.3pp | 53.51%-23.4pp |
| Employer contribution / active EE | $3,585 | $3,417+4.9% | $4,593-21.9% | $2,552+40.5% |
| Participant deferral / active EE | $5,717 | $6,496-12.0% | $7,906-27.7% | $4,126+38.6% |
| Admin fee / account holder | $1,887 | $8,415-77.6% | $13,708-86.2% | $7,339-74.3% |