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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 | $17,463 | $95,453-81.7% | $112,040-84.4% | $82,448-78.8% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.5%+18.0pp | 68.1%+26.4pp |
| Annual return | 32.74% | 23.92%+8.8pp | 24.52%+8.2pp | 41.64%-8.9pp |
| Employer contribution / active EE | $2,600 | $2,318+12.2% | $2,954-12.0% | $2,551+1.9% |
| Participant deferral / active EE | $4,997 | $4,224+18.3% | $5,098-2.0% | $4,139+20.7% |
| Admin fee / account holder | $942 | $9,013-89.5% | $12,098-92.2% | $7,234-87.0% |