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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 | $162,967-89.1% | $135,792-86.9% | $138,895-87.2% |
| Participation rate | 91.7% | 78.3%+13.3pp | 72.6%+19.1pp | 79.9%+11.7pp |
| Annual return | 17.33% | 30.08%-12.8pp | 25.96%-8.6pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,608 | $4,211+9.4% | $3,496+31.8% | $4,194+9.9% |
| Participant deferral / active EE | $4,584 | $5,640-18.7% | $4,759-3.7% | $6,396-28.3% |
| Admin fee / account holder | $479 | $15,306-96.9% | $12,266-96.1% | $12,562-96.2% |