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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 | $95,404-76.4% | $113,397-80.1% | $82,637-72.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.2pp |
| Annual return | 33.91% | 19.08%+14.8pp | 23.20%+10.7pp | 53.51%-19.6pp |
| Employer contribution / active EE | $5,478 | $2,307+137.5% | $2,977+84.0% | $2,552+114.6% |
| Participant deferral / active EE | $4,512 | $4,220+6.9% | $5,076-11.1% | $4,126+9.4% |
| Admin fee / account holder | $1,144 | $9,168-87.5% | $11,957-90.4% | $7,339-84.4% |