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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 | $32,823 | $95,404-65.6% | $113,397-71.1% | $82,637-60.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 14.18% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,206 | $2,307-4.4% | $2,977-25.9% | $2,552-13.6% |
| Participant deferral / active EE | $3,996 | $4,220-5.3% | $5,076-21.3% | $4,126-3.2% |
| Admin fee / account holder | $1,127 | $9,168-87.7% | $11,957-90.6% | $7,339-84.6% |