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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 | $17,381 | $78,520-77.9% | $96,576-82.0% | $82,448-78.9% |
| Participation rate | 92.9% | 77.7%+15.1pp | 81.4%+11.4pp | 68.1%+24.8pp |
| Annual return | 23.37% | 41.30%-17.9pp | 38.47%-15.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $2,311 | $2,630-12.1% | $3,553-35.0% | $2,551-9.4% |
| Participant deferral / active EE | $5,687 | $6,754-15.8% | $7,956-28.5% | $4,139+37.4% |
| Admin fee / account holder | $2,644 | $13,455-80.4% | $11,381-76.8% | $7,234-63.5% |