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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 | $38,260 | $123,478-69.0% | $216,567-82.3% | $94,015-59.3% |
| Participation rate | 96.9% | 75.1%+21.8pp | 81.6%+15.2pp | 70.8%+26.1pp |
| Annual return | 14.21% | 23.61%-9.4pp | 12.94%+1.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $3,178 | $3,136+1.3% | $5,216-39.1% | $2,790+13.9% |
| Participant deferral / active EE | $5,333 | $4,556+17.1% | $6,191-13.8% | $4,249+25.5% |
| Admin fee / account holder | $8,610 | $12,753-32.5% | $21,981-60.8% | $8,951-3.8% |