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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 | $27,834 | $108,825-74.4% | $156,181-82.2% | $82,448-66.2% |
| Participation rate | 93.8% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 21.39% | 20.59%+0.8pp | 64.87%-43.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,314 | $2,870-19.4% | $4,294-46.1% | $2,551-9.3% |
| Participant deferral / active EE | $7,341 | $4,577+60.4% | $6,132+19.7% | $4,139+77.4% |
| Admin fee / account holder | $844 | $9,341-91.0% | $14,586-94.2% | $7,234-88.3% |