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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 | $15,625 | $73,978-78.9% | $96,515-83.8% | $75,173-79.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 28.46% | 26.72%+1.7pp | 35.73%-7.3pp | 160.72%-132.3pp |
| Employer contribution / active EE | $3,609 | $2,931+23.1% | $3,740-3.5% | $2,671+35.1% |
| Participant deferral / active EE | $5,093 | $3,660+39.1% | $4,880+4.4% | $4,126+23.4% |
| Admin fee / account holder | $1,071 | $5,219-79.5% | $6,735-84.1% | $5,651-81.0% |