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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 | $20,701 | $95,404-78.3% | $113,397-81.7% | $82,637-74.9% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 16.09% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,702 | $2,307+17.1% | $2,977-9.3% | $2,552+5.9% |
| Participant deferral / active EE | $5,218 | $4,220+23.6% | $5,076+2.8% | $4,126+26.5% |
| Admin fee / account holder | $1,951 | $9,168-78.7% | $11,957-83.7% | $7,339-73.4% |