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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 | $13,633 | $77,896-82.5% | $134,172-89.8% | $82,448-83.5% |
| Participation rate | 92.0% | 62.8%+29.2pp | 72.5%+19.5pp | 68.1%+23.9pp |
| Annual return | 26.39% | 18.21%+8.2pp | 25.30%+1.1pp | 41.64%-15.3pp |
| Employer contribution / active EE | $3,677 | $2,159+70.3% | $3,420+7.5% | $2,551+44.2% |
| Participant deferral / active EE | $4,093 | $3,162+29.4% | $4,690-12.7% | $4,139-1.1% |
| Admin fee / account holder | $901 | $6,336-85.8% | $12,016-92.5% | $7,234-87.6% |