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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 | $25,461 | $115,931-78.0% | $185,441-86.3% | $86,983-70.7% |
| Participation rate | 98.4% | 73.6%+24.8pp | 80.3%+18.2pp | 69.5%+28.9pp |
| Annual return | 20.28% | 21.47%-1.2pp | 20.16%+0.1pp | 25.83%-5.5pp |
| Employer contribution / active EE | $4,888 | $2,937+66.5% | $4,672+4.6% | $2,584+89.1% |
| Participant deferral / active EE | $3,025 | $4,551-33.5% | $6,152-50.8% | $4,194-27.9% |
| Admin fee / account holder | $1,201 | $10,687-88.8% | $17,890-93.3% | $7,856-84.7% |