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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 | $17,179 | $73,787-76.7% | $98,716-82.6% | $82,448-79.2% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.3%+27.6pp | 68.1%+28.9pp |
| Annual return | 24.47% | 18.57%+5.9pp | 31.81%-7.3pp | 41.64%-17.2pp |
| Employer contribution / active EE | $2,740 | $1,511+81.3% | $2,279+20.3% | $2,551+7.4% |
| Participant deferral / active EE | $4,089 | $3,081+32.7% | $4,048+1.0% | $4,139-1.2% |
| Admin fee / account holder | $1,098 | $6,500-83.1% | $8,703-87.4% | $7,234-84.8% |