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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 | $28,574 | $143,969-80.2% | $199,883-85.7% | $82,637-65.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 86.8%+7.7pp | 68.1%+26.4pp |
| Annual return | 26.56% | 25.67%+0.9pp | 43.81%-17.2pp | 53.51%-26.9pp |
| Employer contribution / active EE | $2,375 | $4,632-48.7% | $6,261-62.1% | $2,552-7.0% |
| Participant deferral / active EE | $7,663 | $6,937+10.5% | $9,138-16.1% | $4,126+85.7% |
| Admin fee / account holder | $2,380 | $14,597-83.7% | $17,268-86.2% | $7,339-67.6% |