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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 | $35,672 | $100,194-64.4% | $122,979-71.0% | $86,983-59.0% |
| Participation rate | 92.9% | 73.0%+19.9pp | 77.2%+15.7pp | 69.5%+23.3pp |
| Annual return | 26.28% | 16.47%+9.8pp | 20.12%+6.2pp | 25.83%+0.4pp |
| Employer contribution / active EE | $2,493 | $2,326+7.2% | $3,062-18.6% | $2,584-3.5% |
| Participant deferral / active EE | $12,440 | $4,133+201.0% | $5,003+148.6% | $4,194+196.6% |
| Admin fee / account holder | $2,940 | $10,148-71.0% | $12,864-77.1% | $7,856-62.6% |