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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 | $12,988 | $76,551-83.0% | $123,894-89.5% | $62,881-79.3% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 19.07% | 18.68%+0.4pp | 47.52%-28.5pp | 20.14%-1.1pp |
| Employer contribution / active EE | $3,260 | $2,882+13.1% | $4,617-29.4% | $2,281+42.9% |
| Participant deferral / active EE | $6,246 | $4,840+29.1% | $5,984+4.4% | $3,203+95.0% |
| Admin fee / account holder | $970 | $4,826-79.9% | $8,357-88.4% | $4,296-77.4% |