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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 | $29,770 | $95,453-68.8% | $112,040-73.4% | $82,448-63.9% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 16.65% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,536 | $2,318+52.6% | $2,954+19.7% | $2,551+38.6% |
| Participant deferral / active EE | $5,868 | $4,224+38.9% | $5,098+15.1% | $4,139+41.8% |
| Admin fee / account holder | $4,052 | $9,013-55.0% | $12,098-66.5% | $7,234-44.0% |