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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 | $22,521 | $95,453-76.4% | $112,040-79.9% | $82,448-72.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.2pp |
| Annual return | 33.91% | 23.92%+10.0pp | 24.52%+9.4pp | 41.64%-7.7pp |
| Employer contribution / active EE | $5,478 | $2,318+136.3% | $2,954+85.4% | $2,551+114.7% |
| Participant deferral / active EE | $4,512 | $4,224+6.8% | $5,098-11.5% | $4,139+9.0% |
| Admin fee / account holder | $1,144 | $9,013-87.3% | $12,098-90.5% | $7,234-84.2% |