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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 | $27,086 | $95,453-71.6% | $112,040-75.8% | $82,448-67.1% |
| Participation rate | 93.0% | 72.8%+20.3pp | 76.5%+16.5pp | 68.1%+25.0pp |
| Annual return | 19.86% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,642 | $2,318-29.2% | $2,954-44.4% | $2,551-35.6% |
| Participant deferral / active EE | $2,176 | $4,224-48.5% | $5,098-57.3% | $4,139-47.4% |
| Admin fee / account holder | $2,904 | $9,013-67.8% | $12,098-76.0% | $7,234-59.9% |