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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 | $33,912 | $114,712-70.4% | $173,730-80.5% | $87,485-61.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 17.92% | 20.18%-2.3pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,027 | $2,904+4.2% | $4,577-33.9% | $2,596+16.6% |
| Participant deferral / active EE | $3,800 | $4,642-18.1% | $6,326-39.9% | $4,274-11.1% |
| Admin fee / account holder | $2,638 | $10,210-74.2% | $17,523-84.9% | $7,775-66.1% |