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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 | $21,806 | $95,453-77.2% | $112,040-80.5% | $82,448-73.6% |
| Participation rate | 86.0% | 72.8%+13.3pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 23.72% | 23.92%-0.2pp | 24.52%-0.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $3,055 | $2,318+31.8% | $2,954+3.4% | $2,551+19.7% |
| Participant deferral / active EE | $5,302 | $4,224+25.5% | $5,098+4.0% | $4,139+28.1% |
| Admin fee / account holder | $1,082 | $9,013-88.0% | $12,098-91.1% | $7,234-85.0% |