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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 | $13,901 | $211,224-93.4% | $178,505-92.2% | $145,897-90.5% |
| Participation rate | 94.7% | 80.8%+13.9pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 36.29% | 30.28%+6.0pp | 27.16%+9.1pp | 552.29%-516.0pp |
| Employer contribution / active EE | $2,955 | $4,577-35.4% | $3,955-25.3% | $4,663-36.6% |
| Participant deferral / active EE | $7,569 | $6,966+8.7% | $6,280+20.5% | $6,689+13.1% |
| Admin fee / account holder | $4,921 | $12,109-59.4% | $10,428-52.8% | $13,390-63.2% |