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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 | $29,773 | $86,949-65.8% | $102,460-70.9% | $80,959-63.2% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.7%+22.8pp |
| Annual return | 10.40% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,856 | $2,370-21.7% | $3,025-38.6% | $2,757-32.7% |
| Participant deferral / active EE | $4,894 | $4,121+18.8% | $5,056-3.2% | $4,300+13.8% |
| Admin fee / account holder | $2,927 | $8,048-63.6% | $9,460-69.1% | $6,925-57.7% |