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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 | $24,197 | $114,712-78.9% | $173,730-86.1% | $87,485-72.3% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 19.52% | 20.18%-0.7pp | 19.96%-0.4pp | 26.06%-6.5pp |
| Employer contribution / active EE | $2,225 | $2,904-23.4% | $4,577-51.4% | $2,596-14.3% |
| Participant deferral / active EE | $4,962 | $4,642+6.9% | $6,326-21.6% | $4,274+16.1% |
| Admin fee / account holder | $1,134 | $10,210-88.9% | $17,523-93.5% | $7,775-85.4% |