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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 | $17,730 | $177,156-90.0% | $147,027-87.9% | $154,746-88.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 73.7%+17.9pp | 80.7%+11.0pp |
| Annual return | 17.33% | 21.94%-4.6pp | 20.23%-2.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $4,608 | $4,336+6.3% | $3,626+27.1% | $4,379+5.2% |
| Participant deferral / active EE | $4,584 | $5,797-20.9% | $4,933-7.1% | $6,730-31.9% |
| Admin fee / account holder | $479 | $14,904-96.8% | $12,223-96.1% | $14,365-96.7% |