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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 | $28,290 | $114,712-75.3% | $173,730-83.7% | $87,485-67.7% |
| Participation rate | 91.5% | 73.0%+18.6pp | 79.6%+12.0pp | 68.9%+22.6pp |
| Annual return | 22.00% | 20.18%+1.8pp | 19.96%+2.0pp | 26.06%-4.1pp |
| Employer contribution / active EE | $4,061 | $2,904+39.8% | $4,577-11.3% | $2,596+56.4% |
| Participant deferral / active EE | $4,928 | $4,642+6.2% | $6,326-22.1% | $4,274+15.3% |
| Admin fee / account holder | $1,028 | $10,210-89.9% | $17,523-94.1% | $7,775-86.8% |