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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 | $25,438 | $86,949-70.7% | $102,460-75.2% | $80,959-68.6% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 13.68% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,087 | $2,370-11.9% | $3,025-31.0% | $2,757-24.3% |
| Participant deferral / active EE | $3,440 | $4,121-16.5% | $5,056-32.0% | $4,300-20.0% |
| Admin fee / account holder | $2,190 | $8,048-72.8% | $9,460-76.8% | $6,925-68.4% |