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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 | $10,002 | $126,661-92.1% | $113,397-91.2% | $138,895-92.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.5%+18.5pp | 79.9%+15.1pp |
| Annual return | 34.69% | 25.05%+9.6pp | 23.20%+11.5pp | 145.39%-110.7pp |
| Employer contribution / active EE | $2,883 | $3,456-16.6% | $2,977-3.2% | $4,194-31.3% |
| Participant deferral / active EE | $3,814 | $5,693-33.0% | $5,076-24.9% | $6,396-40.4% |
| Admin fee / account holder | $1,908 | $14,549-86.9% | $11,957-84.0% | $12,562-84.8% |