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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 | $22,771 | $95,453-76.1% | $112,040-79.7% | $82,448-72.4% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.5%+19.9pp | 68.1%+28.3pp |
| Annual return | 17.95% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,749 | $2,318-24.6% | $2,954-40.8% | $2,551-31.5% |
| Participant deferral / active EE | $4,833 | $4,224+14.4% | $5,098-5.2% | $4,139+16.8% |
| Admin fee / account holder | $523 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |