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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 | $21,020 | $95,404-78.0% | $113,397-81.5% | $82,637-74.6% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 13.47% | 19.08%-5.6pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,124 | $2,307-7.9% | $2,977-28.7% | $2,552-16.8% |
| Participant deferral / active EE | $4,315 | $4,220+2.3% | $5,076-15.0% | $4,126+4.6% |
| Admin fee / account holder | $1,133 | $9,168-87.6% | $11,957-90.5% | $7,339-84.6% |