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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 | $14,647 | $72,352-79.8% | $142,516-89.7% | $71,511-79.5% |
| Participation rate | 94.3% | 71.7%+22.6pp | 76.8%+17.6pp | 67.9%+26.4pp |
| Annual return | 29.14% | 21.17%+8.0pp | 19.99%+9.1pp | 28.86%+0.3pp |
| Employer contribution / active EE | $2,398 | $3,800-36.9% | $4,849-50.5% | $2,589-7.4% |
| Participant deferral / active EE | $5,157 | $5,288-2.5% | $6,280-17.9% | $4,291+20.2% |
| Admin fee / account holder | $1,496 | $1,438+4.0% | $10,008-85.1% | $1,588-5.8% |