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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 | $12,214 | $86,949-86.0% | $102,460-88.1% | $80,959-84.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 15.12% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,447 | $2,370+3.2% | $3,025-19.1% | $2,757-11.3% |
| Participant deferral / active EE | $2,937 | $4,121-28.7% | $5,056-41.9% | $4,300-31.7% |
| Admin fee / account holder | $332 | $8,048-95.9% | $9,460-96.5% | $6,925-95.2% |