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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 | $12,719 | $90,400-85.9% | $186,193-93.2% | $87,485-85.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 77.1%+18.9pp | 68.9%+27.1pp |
| Annual return | 28.77% | 22.15%+6.6pp | 78.03%-49.3pp | 26.06%+2.7pp |
| Employer contribution / active EE | $2,643 | $2,170+21.8% | $3,918-32.5% | $2,596+1.8% |
| Participant deferral / active EE | $5,375 | $4,330+24.1% | $6,513-17.5% | $4,274+25.8% |
| Admin fee / account holder | $1,937 | $8,673-77.7% | $11,058-82.5% | $7,775-75.1% |