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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 | $95,453-69.0% | $112,040-73.6% | $82,448-64.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 18.33% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,499 | $2,318+94.1% | $2,954+52.3% | $2,551+76.3% |
| Participant deferral / active EE | $4,777 | $4,224+13.1% | $5,098-6.3% | $4,139+15.4% |
| Admin fee / account holder | $1,602 | $9,013-82.2% | $12,098-86.8% | $7,234-77.9% |