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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 | $22,308 | $95,453-76.6% | $112,040-80.1% | $82,448-72.9% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 15.47% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,464 | $2,318+49.5% | $2,954+17.3% | $2,551+35.8% |
| Participant deferral / active EE | $4,451 | $4,224+5.4% | $5,098-12.7% | $4,139+7.5% |
| Admin fee / account holder | $3,067 | $9,013-66.0% | $12,098-74.7% | $7,234-57.6% |