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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 | $34,684 | $104,098-66.7% | $140,514-75.3% | $94,015-63.1% |
| Participation rate | 74.1% | 73.7%+0.4pp | 77.8%-3.7pp | 70.8%+3.3pp |
| Annual return | 19.05% | 15.14%+3.9pp | 14.36%+4.7pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,982 | $2,388-17.0% | $3,378-41.3% | $2,790-29.0% |
| Participant deferral / active EE | $3,823 | $4,033-5.2% | $4,919-22.3% | $4,249-10.0% |
| Admin fee / account holder | $6,558 | $10,439-37.2% | $13,697-52.1% | $8,951-26.7% |