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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 | $28,304 | $181,896-84.4% | $156,551-81.9% | $273,972-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.31% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $6,443 | $6,248+3.1% | $5,501+17.1% | $4,869+32.3% |
| Participant deferral / active EE | $4,105 | $5,550-26.0% | $4,871-15.7% | $5,287-22.4% |
| Admin fee / account holder | $2,045 | $15,560-86.9% | $13,028-84.3% | $10,133-79.8% |