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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 | $16,212 | $95,404-83.0% | $113,397-85.7% | $82,637-80.4% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 19.49% | 19.08%+0.4pp | 23.20%-3.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $2,948 | $2,307+27.8% | $2,977-1.0% | $2,552+15.5% |
| Participant deferral / active EE | $6,460 | $4,220+53.1% | $5,076+27.3% | $4,126+56.6% |
| Admin fee / account holder | $4,980 | $9,168-45.7% | $11,957-58.4% | $7,339-32.1% |