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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 | $27,072 | $146,267-81.5% | $197,124-86.3% | $82,448-67.2% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 19.31% | 29.61%-10.3pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,331 | $4,723-50.6% | $6,227-62.6% | $2,551-8.6% |
| Participant deferral / active EE | $4,791 | $7,035-31.9% | $9,135-47.6% | $4,139+15.7% |
| Admin fee / account holder | $2,015 | $14,422-86.0% | $16,298-87.6% | $7,234-72.1% |