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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 | $24,305 | $110,137-77.9% | $161,149-84.9% | $82,637-70.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 21.09% | 20.69%+0.4pp | 21.16%-0.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $2,732 | $2,856-4.3% | $4,360-37.3% | $2,552+7.0% |
| Participant deferral / active EE | $4,322 | $4,575-5.5% | $6,153-29.8% | $4,126+4.8% |
| Admin fee / account holder | $400 | $9,467-95.8% | $15,194-97.4% | $7,339-94.6% |