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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 | $28,365 | $95,453-70.3% | $112,040-74.7% | $82,448-65.6% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 24.26% | 23.92%+0.3pp | 24.52%-0.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,281 | $2,318-44.7% | $2,954-56.6% | $2,551-49.8% |
| Participant deferral / active EE | $3,578 | $4,224-15.3% | $5,098-29.8% | $4,139-13.6% |
| Admin fee / account holder | $2,136 | $9,013-76.3% | $12,098-82.3% | $7,234-70.5% |