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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 | $29,965 | $85,515-65.0% | $112,040-73.3% | $67,986-55.9% |
| Participation rate | 79.6% | 68.2%+11.4pp | 76.5%+3.1pp | 57.2%+22.4pp |
| Annual return | 15.10% | 29.68%-14.6pp | 24.52%-9.4pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,329 | $2,191-39.4% | $2,954-55.0% | $2,019-34.2% |
| Participant deferral / active EE | $2,916 | $4,014-27.4% | $5,098-42.8% | $3,358-13.2% |
| Admin fee / account holder | $3,187 | $3,774-15.5% | $12,098-73.7% | $3,203-0.5% |