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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 | $33,506 | $91,760-63.5% | $156,181-78.5% | $67,986-50.7% |
| Participation rate | 80.2% | 65.0%+15.1pp | 78.8%+1.3pp | 57.2%+23.0pp |
| Annual return | 24.02% | 18.14%+5.9pp | 64.87%-40.8pp | 31.67%-7.6pp |
| Employer contribution / active EE | $3,151 | $2,419+30.3% | $4,294-26.6% | $2,019+56.1% |
| Participant deferral / active EE | $5,375 | $3,960+35.7% | $6,132-12.4% | $3,358+60.1% |
| Admin fee / account holder | $4,063 | $3,949+2.9% | $14,586-72.1% | $3,203+26.8% |