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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 | $15,917 | $56,894-72.0% | $84,753-81.2% | $62,881-74.7% |
| Participation rate | 75.7% | 68.5%+7.1pp | 76.6%-0.9pp | 69.3%+6.4pp |
| Annual return | 26.16% | 6.30%+19.9pp | 22.78%+3.4pp | 20.14%+6.0pp |
| Employer contribution / active EE | $5,476 | $2,400+128.2% | $3,574+53.2% | $2,281+140.1% |
| Participant deferral / active EE | $2,436 | $2,709-10.1% | $3,712-34.4% | $3,203-23.9% |
| Admin fee / account holder | $526 | $3,581-85.3% | $5,333-90.1% | $4,296-87.8% |