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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 | $28,964 | $85,515-66.1% | $112,040-74.1% | $67,986-57.4% |
| Participation rate | 70.8% | 68.2%+2.5pp | 76.5%-5.7pp | 57.2%+13.5pp |
| Annual return | 15.20% | 29.68%-14.5pp | 24.52%-9.3pp | 31.67%-16.5pp |
| Employer contribution / active EE | $2,997 | $2,191+36.8% | $2,954+1.5% | $2,019+48.5% |
| Participant deferral / active EE | $5,516 | $4,014+37.4% | $5,098+8.2% | $3,358+64.3% |
| Admin fee / account holder | $4,230 | $3,774+12.1% | $12,098-65.0% | $3,203+32.1% |