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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 | $14,190 | $95,453-85.1% | $112,040-87.3% | $82,448-82.8% |
| Participation rate | 79.0% | 72.8%+6.3pp | 76.5%+2.5pp | 68.1%+11.0pp |
| Annual return | 36.24% | 23.92%+12.3pp | 24.52%+11.7pp | 41.64%-5.4pp |
| Employer contribution / active EE | $2,921 | $2,318+26.0% | $2,954-1.1% | $2,551+14.5% |
| Participant deferral / active EE | $4,971 | $4,224+17.7% | $5,098-2.5% | $4,139+20.1% |
| Admin fee / account holder | $427 | $9,013-95.3% | $12,098-96.5% | $7,234-94.1% |