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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 | $19,937 | $95,404-79.1% | $113,397-82.4% | $82,637-75.9% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.5%+4.3pp | 68.1%+12.7pp |
| Annual return | 13.48% | 19.08%-5.6pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,750 | $2,307+19.2% | $2,977-7.6% | $2,552+7.8% |
| Participant deferral / active EE | $5,721 | $4,220+35.6% | $5,076+12.7% | $4,126+38.6% |
| Admin fee / account holder | $2,722 | $9,168-70.3% | $11,957-77.2% | $7,339-62.9% |