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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 | $19,449 | $106,749-81.8% | $145,433-86.6% | $82,448-76.4% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 20.73% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,932 | $3,444-14.9% | $4,554-35.6% | $2,551+15.0% |
| Participant deferral / active EE | $8,139 | $6,519+24.9% | $7,897+3.1% | $4,139+96.6% |
| Admin fee / account holder | $1,243 | $8,390-85.2% | $13,129-90.5% | $7,234-82.8% |