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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 | $30,556 | $123,793-75.3% | $177,848-82.8% | $79,856-61.7% |
| Participation rate | 98.5% | 84.7%+13.8pp | 87.7%+10.8pp | 69.6%+28.8pp |
| Annual return | 15.96% | 22.82%-6.9pp | 48.33%-32.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,296 | $4,095-19.5% | $5,919-44.3% | $2,471+33.4% |
| Participant deferral / active EE | $5,555 | $5,956-6.7% | $7,714-28.0% | $3,741+48.5% |
| Admin fee / account holder | $2,232 | $7,243-69.2% | $12,431-82.0% | $5,306-57.9% |