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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 | $32,155 | $95,453-66.3% | $112,040-71.3% | $82,448-61.0% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.5%+15.3pp | 68.1%+23.8pp |
| Annual return | 18.26% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,724 | $2,318-25.6% | $2,954-41.6% | $2,551-32.4% |
| Participant deferral / active EE | $5,695 | $4,224+34.8% | $5,098+11.7% | $4,139+37.6% |
| Admin fee / account holder | $2,809 | $9,013-68.8% | $12,098-76.8% | $7,234-61.2% |