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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 | $11,214 | $97,550-88.5% | $120,344-90.7% | $87,485-87.2% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.7%+19.7pp | 68.9%+27.5pp |
| Annual return | 26.47% | 18.41%+8.1pp | 20.30%+6.2pp | 26.06%+0.4pp |
| Employer contribution / active EE | $778 | $2,291-66.0% | $3,020-74.2% | $2,596-70.0% |
| Participant deferral / active EE | $5,098 | $4,230+20.5% | $5,135-0.7% | $4,274+19.3% |
| Admin fee / account holder | $1,095 | $9,543-88.5% | $12,742-91.4% | $7,775-85.9% |