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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 | $35,598 | $97,550-63.5% | $120,344-70.4% | $87,485-59.3% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.7%+18.8pp | 68.9%+26.6pp |
| Annual return | 13.77% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $2,400 | $2,291+4.8% | $3,020-20.5% | $2,596-7.5% |
| Participant deferral / active EE | $5,156 | $4,230+21.9% | $5,135+0.4% | $4,274+20.6% |
| Admin fee / account holder | $1,613 | $9,543-83.1% | $12,742-87.3% | $7,775-79.2% |