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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 | $19,324 | $101,798-81.0% | $165,071-88.3% | $80,935-76.1% |
| Participation rate | 93.5% | 71.8%+21.6pp | 78.6%+14.9pp | 67.7%+25.8pp |
| Annual return | 28.22% | 16.73%+11.5pp | 70.17%-42.0pp | 35.66%-7.4pp |
| Employer contribution / active EE | $2,003 | $2,954-32.2% | $4,347-53.9% | $2,757-27.3% |
| Participant deferral / active EE | $7,062 | $4,476+57.8% | $6,035+17.0% | $4,299+64.3% |
| Admin fee / account holder | $2,511 | $8,221-69.5% | $12,695-80.2% | $6,924-63.7% |