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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 | $21,227 | $86,940-75.6% | $102,434-79.3% | $80,935-73.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.70% | 18.89%+4.8pp | 29.46%-5.8pp | 35.66%-12.0pp |
| Employer contribution / active EE | $2,632 | $2,370+11.1% | $3,023-12.9% | $2,757-4.5% |
| Participant deferral / active EE | $4,600 | $4,121+11.6% | $5,055-9.0% | $4,299+7.0% |
| Admin fee / account holder | $816 | $8,047-89.9% | $9,462-91.4% | $6,924-88.2% |