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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 | $17,621 | $86,938-79.7% | $102,423-82.8% | $80,925-78.2% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 12.20% | 18.89%-6.7pp | 29.42%-17.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $2,323 | $2,369-2.0% | $3,023-23.2% | $2,756-15.7% |
| Participant deferral / active EE | $5,874 | $4,120+42.5% | $5,054+16.2% | $4,299+36.6% |
| Admin fee / account holder | $898 | $8,053-88.9% | $9,455-90.5% | $6,940-87.1% |