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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 | $21,809 | $86,949-74.9% | $102,460-78.7% | $80,959-73.1% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+16.9pp |
| Annual return | 16.26% | 18.89%-2.6pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,748 | $2,370+16.0% | $3,025-9.2% | $2,757-0.3% |
| Participant deferral / active EE | $5,634 | $4,121+36.7% | $5,056+11.4% | $4,300+31.0% |
| Admin fee / account holder | $1,725 | $8,048-78.6% | $9,460-81.8% | $6,925-75.1% |