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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 | $20,797 | $106,749-80.5% | $145,433-85.7% | $82,448-74.8% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 31.41% | 27.59%+3.8pp | 66.58%-35.2pp | 41.64%-10.2pp |
| Employer contribution / active EE | $2,863 | $3,444-16.9% | $4,554-37.1% | $2,551+12.2% |
| Participant deferral / active EE | $4,703 | $6,519-27.8% | $7,897-40.4% | $4,139+13.6% |
| Admin fee / account holder | $1,061 | $8,390-87.4% | $13,129-91.9% | $7,234-85.3% |