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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 | $24,819 | $114,712-78.4% | $173,730-85.7% | $87,485-71.6% |
| Participation rate | 92.6% | 73.0%+19.6pp | 79.6%+13.0pp | 68.9%+23.7pp |
| Annual return | 16.37% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,794 | $2,904-38.2% | $4,577-60.8% | $2,596-30.9% |
| Participant deferral / active EE | $4,692 | $4,642+1.1% | $6,326-25.8% | $4,274+9.8% |
| Admin fee / account holder | $2,439 | $10,210-76.1% | $17,523-86.1% | $7,775-68.6% |