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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 | $22,561 | $77,460-70.9% | $100,378-77.5% | $80,925-72.1% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.7%+9.8pp |
| Annual return | 48.78% | 37.24%+11.5pp | 49.41%-0.6pp | 35.65%+13.1pp |
| Employer contribution / active EE | $7,885 | $2,801+181.5% | $3,942+100.0% | $2,756+186.1% |
| Participant deferral / active EE | $4,127 | $6,818-39.5% | $8,087-49.0% | $4,299-4.0% |
| Admin fee / account holder | $6,743 | $5,887+14.5% | $7,899-14.6% | $6,940-2.8% |