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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 | $23,396 | $86,940-73.1% | $102,434-77.2% | $80,935-71.1% |
| Participation rate | 87.7% | 72.4%+15.3pp | 76.5%+11.2pp | 67.7%+20.1pp |
| Annual return | 13.60% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,278 | $2,370-3.9% | $3,023-24.6% | $2,757-17.4% |
| Participant deferral / active EE | $5,315 | $4,121+29.0% | $5,055+5.1% | $4,299+23.6% |
| Admin fee / account holder | $1,345 | $8,047-83.3% | $9,462-85.8% | $6,924-80.6% |