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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 | $22,076 | $106,864-79.3% | $147,318-85.0% | $82,637-73.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.1%+8.8pp | 68.1%+22.9pp |
| Annual return | 16.34% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,553 | $3,417+4.0% | $4,593-22.6% | $2,552+39.2% |
| Participant deferral / active EE | $3,814 | $6,496-41.3% | $7,906-51.8% | $4,126-7.6% |
| Admin fee / account holder | $3,675 | $8,415-56.3% | $13,708-73.2% | $7,339-49.9% |