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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 | $25,663 | $149,446-82.8% | $256,809-90.0% | $94,015-72.7% |
| Participation rate | 97.1% | 85.3%+11.9pp | 88.5%+8.6pp | 70.8%+26.3pp |
| Annual return | 20.05% | 17.55%+2.5pp | 32.73%-12.7pp | 17.84%+2.2pp |
| Employer contribution / active EE | $2,149 | $4,596-53.2% | $7,263-70.4% | $2,790-23.0% |
| Participant deferral / active EE | $3,573 | $6,491-44.9% | $9,520-62.5% | $4,249-15.9% |
| Admin fee / account holder | $1,576 | $24,035-93.4% | $25,146-93.7% | $8,951-82.4% |