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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 | $33,803 | $114,712-70.5% | $173,730-80.5% | $87,485-61.4% |
| Participation rate | 92.4% | 73.0%+19.4pp | 79.6%+12.8pp | 68.9%+23.5pp |
| Annual return | 29.36% | 20.18%+9.2pp | 19.96%+9.4pp | 26.06%+3.3pp |
| Employer contribution / active EE | $2,778 | $2,904-4.3% | $4,577-39.3% | $2,596+7.0% |
| Participant deferral / active EE | $5,017 | $4,642+8.1% | $6,326-20.7% | $4,274+17.4% |
| Admin fee / account holder | $2,396 | $10,210-76.5% | $17,523-86.3% | $7,775-69.2% |