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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 | $17,440 | $108,825-84.0% | $156,181-88.8% | $82,448-78.8% |
| Participation rate | 93.6% | 72.4%+21.2pp | 78.8%+14.8pp | 68.1%+25.5pp |
| Annual return | 36.94% | 20.59%+16.4pp | 64.87%-27.9pp | 41.64%-4.7pp |
| Employer contribution / active EE | $2,938 | $2,870+2.4% | $4,294-31.6% | $2,551+15.2% |
| Participant deferral / active EE | $5,254 | $4,577+14.8% | $6,132-14.3% | $4,139+26.9% |
| Admin fee / account holder | $1,025 | $9,341-89.0% | $14,586-93.0% | $7,234-85.8% |