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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 | $79,867-63.7% | $120,344-75.9% | $64,340-55.0% |
| Participation rate | 70.8% | 63.0%+7.8pp | 76.7%-6.0pp | 55.2%+15.5pp |
| Annual return | 15.20% | 21.10%-5.9pp | 20.30%-5.1pp | 24.14%-8.9pp |
| Employer contribution / active EE | $2,997 | $1,925+55.7% | $3,020-0.8% | $1,862+61.0% |
| Participant deferral / active EE | $5,516 | $3,593+53.5% | $5,135+7.4% | $2,980+85.1% |
| Admin fee / account holder | $4,230 | $5,039-16.0% | $12,742-66.8% | $3,703+14.3% |