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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 | $26,355 | $167,415-84.3% | $140,514-81.2% | $198,609-86.7% |
| Participation rate | 95.0% | 80.9%+14.1pp | 77.8%+17.2pp | 82.4%+12.6pp |
| Annual return | 19.87% | 13.85%+6.0pp | 14.36%+5.5pp | 202.70%-182.8pp |
| Employer contribution / active EE | $7,768 | $4,088+90.0% | $3,378+129.9% | $5,055+53.6% |
| Participant deferral / active EE | $2,671 | $5,579-52.1% | $4,919-45.7% | $6,977-61.7% |
| Admin fee / account holder | $4,607 | $16,730-72.5% | $13,697-66.4% | $19,030-75.8% |