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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 | $27,434 | $114,712-76.1% | $173,730-84.2% | $87,485-68.6% |
| Participation rate | 96.6% | 73.0%+23.6pp | 79.6%+17.0pp | 68.9%+27.6pp |
| Annual return | 24.23% | 20.18%+4.0pp | 19.96%+4.3pp | 26.06%-1.8pp |
| Employer contribution / active EE | $3,488 | $2,904+20.1% | $4,577-23.8% | $2,596+34.4% |
| Participant deferral / active EE | $6,286 | $4,642+35.4% | $6,326-0.6% | $4,274+47.1% |
| Admin fee / account holder | $1,420 | $10,210-86.1% | $17,523-91.9% | $7,775-81.7% |