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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 | $22,451 | $110,137-79.6% | $161,149-86.1% | $82,637-72.8% |
| Participation rate | 75.9% | 72.4%+3.5pp | 78.8%-3.0pp | 68.1%+7.8pp |
| Annual return | 36.26% | 20.69%+15.6pp | 21.16%+15.1pp | 53.51%-17.3pp |
| Employer contribution / active EE | $2,984 | $2,856+4.5% | $4,360-31.6% | $2,552+16.9% |
| Participant deferral / active EE | $4,912 | $4,575+7.4% | $6,153-20.2% | $4,126+19.0% |
| Admin fee / account holder | $792 | $9,467-91.6% | $15,194-94.8% | $7,339-89.2% |