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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 | $22,396 | $86,940-74.2% | $102,434-78.1% | $80,935-72.3% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.8pp | 67.7%+8.1pp |
| Annual return | 21.11% | 18.89%+2.2pp | 29.46%-8.3pp | 35.66%-14.5pp |
| Employer contribution / active EE | $4,017 | $2,370+69.5% | $3,023+32.9% | $2,757+45.7% |
| Participant deferral / active EE | $7,919 | $4,121+92.2% | $5,055+56.7% | $4,299+84.2% |
| Admin fee / account holder | $13,951 | $8,047+73.4% | $9,462+47.4% | $6,924+101.5% |