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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 | $30,173 | $97,550-69.1% | $120,344-74.9% | $87,485-65.5% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.7%+20.6pp | 68.9%+28.4pp |
| Annual return | 21.31% | 18.41%+2.9pp | 20.30%+1.0pp | 26.06%-4.7pp |
| Employer contribution / active EE | $2,238 | $2,291-2.3% | $3,020-25.9% | $2,596-13.8% |
| Participant deferral / active EE | $4,507 | $4,230+6.6% | $5,135-12.2% | $4,274+5.5% |
| Admin fee / account holder | $522 | $9,543-94.5% | $12,742-95.9% | $7,775-93.3% |