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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 | $23,973 | $93,345-74.3% | $119,126-79.9% | $87,485-72.6% |
| Participation rate | 82.7% | 68.7%+14.0pp | 75.8%+6.9pp | 68.9%+13.8pp |
| Annual return | 27.80% | 19.08%+8.7pp | 282.11%-254.3pp | 26.06%+1.7pp |
| Employer contribution / active EE | $3,264 | $3,172+2.9% | $4,034-19.1% | $2,596+25.7% |
| Participant deferral / active EE | $5,787 | $4,099+41.2% | $5,318+8.8% | $4,274+35.4% |
| Admin fee / account holder | $2,089 | $8,039-74.0% | $10,693-80.5% | $7,775-73.1% |