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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 | $21,092 | $94,436-77.7% | $115,599-81.8% | $82,637-74.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.3%+21.5pp | 68.1%+27.7pp |
| Annual return | 19.26% | 18.37%+0.9pp | 111.10%-91.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,604 | $2,324+12.1% | $2,955-11.9% | $2,552+2.0% |
| Participant deferral / active EE | $5,092 | $3,955+28.8% | $4,889+4.1% | $4,126+23.4% |
| Admin fee / account holder | $3,072 | $10,328-70.3% | $12,841-76.1% | $7,339-58.1% |