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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 | $20,879 | $106,524-80.4% | $152,301-86.3% | $87,485-76.1% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 18.87% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,144 | $3,371-6.7% | $4,624-32.0% | $2,596+21.1% |
| Participant deferral / active EE | $4,515 | $6,525-30.8% | $8,004-43.6% | $4,274+5.7% |
| Admin fee / account holder | $3,032 | $8,287-63.4% | $14,398-78.9% | $7,775-61.0% |