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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 | $31,968 | $95,453-66.5% | $112,040-71.5% | $82,448-61.2% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.5%+18.6pp | 68.1%+27.0pp |
| Annual return | 18.18% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,229 | $2,318-3.8% | $2,954-24.5% | $2,551-12.6% |
| Participant deferral / active EE | $4,281 | $4,224+1.3% | $5,098-16.0% | $4,139+3.4% |
| Admin fee / account holder | $3,121 | $9,013-65.4% | $12,098-74.2% | $7,234-56.9% |