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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 | $32,183 | $95,453-66.3% | $112,040-71.3% | $82,448-61.0% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.5%+7.3pp | 68.1%+15.7pp |
| Annual return | 15.84% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,596 | $2,318+12.0% | $2,954-12.1% | $2,551+1.8% |
| Participant deferral / active EE | $4,394 | $4,224+4.0% | $5,098-13.8% | $4,139+6.2% |
| Admin fee / account holder | $1,235 | $9,013-86.3% | $12,098-89.8% | $7,234-82.9% |