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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 | $18,347 | $86,940-78.9% | $102,434-82.1% | $80,935-77.3% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.5pp | 67.7%+15.4pp |
| Annual return | 22.98% | 18.89%+4.1pp | 29.46%-6.5pp | 35.66%-12.7pp |
| Employer contribution / active EE | $2,805 | $2,370+18.4% | $3,023-7.2% | $2,757+1.8% |
| Participant deferral / active EE | $4,293 | $4,121+4.2% | $5,055-15.1% | $4,299-0.2% |
| Admin fee / account holder | $792 | $8,047-90.2% | $9,462-91.6% | $6,924-88.6% |