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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 | $31,445 | $95,453-67.1% | $112,040-71.9% | $82,448-61.9% |
| Participation rate | 93.4% | 72.8%+20.7pp | 76.5%+16.9pp | 68.1%+25.4pp |
| Annual return | 23.42% | 23.92%-0.5pp | 24.52%-1.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,539 | $2,318+9.5% | $2,954-14.1% | $2,551-0.5% |
| Participant deferral / active EE | $4,137 | $4,224-2.0% | $5,098-18.8% | $4,1390% |
| Admin fee / account holder | $6,647 | $9,013-26.3% | $12,098-45.1% | $7,234-8.1% |