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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 | $19,738 | $108,825-81.9% | $156,181-87.4% | $82,448-76.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 22.18% | 20.59%+1.6pp | 64.87%-42.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $3,031 | $2,870+5.6% | $4,294-29.4% | $2,551+18.8% |
| Participant deferral / active EE | $5,036 | $4,577+10.0% | $6,132-17.9% | $4,139+21.7% |
| Admin fee / account holder | $618 | $9,341-93.4% | $14,586-95.8% | $7,234-91.5% |