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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 | $19,738 | $110,137-82.1% | $161,149-87.8% | $82,637-76.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 22.18% | 20.69%+1.5pp | 21.16%+1.0pp | 53.51%-31.3pp |
| Employer contribution / active EE | $3,031 | $2,856+6.1% | $4,360-30.5% | $2,552+18.8% |
| Participant deferral / active EE | $5,036 | $4,575+10.1% | $6,153-18.2% | $4,126+22.0% |
| Admin fee / account holder | $618 | $9,467-93.5% | $15,194-95.9% | $7,339-91.6% |