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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 | $26,939 | $95,453-71.8% | $112,040-76.0% | $82,448-67.3% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.5%+17.8pp | 68.1%+26.2pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,731 | $2,318+17.8% | $2,954-7.5% | $2,551+7.1% |
| Participant deferral / active EE | $3,749 | $4,224-11.2% | $5,098-26.5% | $4,139-9.4% |
| Admin fee / account holder | $321 | $9,013-96.4% | $12,098-97.4% | $7,234-95.6% |