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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 | $22,193 | $94,031-76.4% | $115,768-80.8% | $82,448-73.1% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.4%+17.7pp | 68.1%+24.0pp |
| Annual return | 24.88% | 20.61%+4.3pp | 100.46%-75.6pp | 41.64%-16.8pp |
| Employer contribution / active EE | $2,950 | $2,323+26.9% | $2,940+0.3% | $2,551+15.6% |
| Participant deferral / active EE | $5,584 | $3,972+40.6% | $4,917+13.6% | $4,139+34.9% |
| Admin fee / account holder | $585 | $10,249-94.3% | $12,439-95.3% | $7,234-91.9% |