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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 | $24,765 | $86,949-71.5% | $102,460-75.8% | $80,959-69.4% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 22.64% | 18.89%+3.7pp | 29.47%-6.8pp | 35.67%-13.0pp |
| Employer contribution / active EE | $2,385 | $2,370+0.6% | $3,025-21.2% | $2,757-13.5% |
| Participant deferral / active EE | $3,958 | $4,121-4.0% | $5,056-21.7% | $4,300-8.0% |
| Admin fee / account holder | $495 | $8,048-93.8% | $9,460-94.8% | $6,925-92.8% |