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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 | $27,834 | $114,712-75.7% | $173,730-84.0% | $87,485-68.2% |
| Participation rate | 93.8% | 73.0%+20.9pp | 79.6%+14.3pp | 68.9%+24.9pp |
| Annual return | 21.39% | 20.18%+1.2pp | 19.96%+1.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $2,314 | $2,904-20.3% | $4,577-49.4% | $2,596-10.9% |
| Participant deferral / active EE | $7,341 | $4,642+58.2% | $6,326+16.0% | $4,274+71.8% |
| Admin fee / account holder | $844 | $10,210-91.7% | $17,523-95.2% | $7,775-89.2% |