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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 | $19,416 | $94,436-79.4% | $115,599-83.2% | $82,637-76.5% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.3%+1.6pp | 68.1%+7.8pp |
| Annual return | 17.58% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $3,132 | $2,324+34.8% | $2,955+6.0% | $2,552+22.7% |
| Participant deferral / active EE | $5,946 | $3,955+50.3% | $4,889+21.6% | $4,126+44.1% |
| Admin fee / account holder | $1,631 | $10,328-84.2% | $12,841-87.3% | $7,339-77.8% |