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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 | $30,932 | $108,825-71.6% | $156,181-80.2% | $82,448-62.5% |
| Participation rate | 89.5% | 72.4%+17.1pp | 78.8%+10.6pp | 68.1%+21.4pp |
| Annual return | 18.23% | 20.59%-2.4pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,919 | $2,870+1.7% | $4,294-32.0% | $2,551+14.4% |
| Participant deferral / active EE | $2,271 | $4,577-50.4% | $6,132-63.0% | $4,139-45.1% |
| Admin fee / account holder | $823 | $9,341-91.2% | $14,586-94.4% | $7,234-88.6% |