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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 | $29,607 | $97,550-69.6% | $120,344-75.4% | $87,485-66.2% |
| Participation rate | 97.1% | 72.8%+24.2pp | 76.7%+20.3pp | 68.9%+28.1pp |
| Annual return | 18.33% | 18.41%-0.1pp | 20.30%-2.0pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,499 | $2,291+96.4% | $3,020+49.0% | $2,596+73.3% |
| Participant deferral / active EE | $4,777 | $4,230+12.9% | $5,135-7.0% | $4,274+11.8% |
| Admin fee / account holder | $1,602 | $9,543-83.2% | $12,742-87.4% | $7,775-79.4% |