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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 | $15,134 | $69,444-78.2% | $92,985-83.7% | $87,485-82.7% |
| Participation rate | 90.3% | 63.3%+27.0pp | 69.5%+20.8pp | 68.9%+21.4pp |
| Annual return | 26.22% | 23.85%+2.4pp | 27.99%-1.8pp | 26.06%+0.2pp |
| Employer contribution / active EE | $2,730 | $1,917+42.4% | $2,662+2.5% | $2,596+5.1% |
| Participant deferral / active EE | $4,236 | $3,364+25.9% | $4,377-3.2% | $4,274-0.9% |
| Admin fee / account holder | $2,380 | $6,137-61.2% | $9,463-74.8% | $7,775-69.4% |