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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 | $81,403-83.3% | $147,027-90.7% | $87,485-84.4% |
| Participation rate | 92.0% | 63.4%+28.6pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 26.39% | 16.51%+9.9pp | 20.23%+6.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $3,677 | $2,205+66.7% | $3,626+1.4% | $2,596+41.6% |
| Participant deferral / active EE | $4,093 | $3,315+23.4% | $4,933-17.0% | $4,274-4.2% |
| Admin fee / account holder | $901 | $6,755-86.7% | $12,223-92.6% | $7,775-88.4% |