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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 | $28,417 | $86,949-67.3% | $102,460-72.3% | $80,959-64.9% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 11.98% | 18.89%-6.9pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,619 | $2,370+10.5% | $3,025-13.4% | $2,757-5.0% |
| Participant deferral / active EE | $4,264 | $4,121+3.5% | $5,056-15.7% | $4,300-0.8% |
| Admin fee / account holder | $4,434 | $8,048-44.9% | $9,460-53.1% | $6,925-36.0% |