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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 | $29,835 | $95,404-68.7% | $113,397-73.7% | $82,637-63.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 20.74% | 19.08%+1.7pp | 23.20%-2.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $3,552 | $2,307+54.0% | $2,977+19.3% | $2,552+39.2% |
| Participant deferral / active EE | $7,642 | $4,220+81.1% | $5,076+50.5% | $4,126+85.2% |
| Admin fee / account holder | $607 | $9,168-93.4% | $11,957-94.9% | $7,339-91.7% |