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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 | $20,447 | $95,404-78.6% | $113,397-82.0% | $82,637-75.3% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.5%+8.5pp | 68.1%+16.9pp |
| Annual return | 24.64% | 19.08%+5.6pp | 23.20%+1.4pp | 53.51%-28.9pp |
| Employer contribution / active EE | $2,578 | $2,307+11.8% | $2,977-13.4% | $2,552+1.0% |
| Participant deferral / active EE | $5,762 | $4,220+36.6% | $5,076+13.5% | $4,126+39.7% |
| Admin fee / account holder | $1,719 | $9,168-81.3% | $11,957-85.6% | $7,339-76.6% |