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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 | $33,630 | $138,386-75.7% | $184,260-81.7% | $80,935-58.4% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.7%+26.5pp |
| Annual return | 24.58% | 20.02%+4.6pp | 28.84%-4.3pp | 35.66%-11.1pp |
| Employer contribution / active EE | $2,151 | $4,851-55.7% | $6,427-66.5% | $2,757-22.0% |
| Participant deferral / active EE | $5,610 | $7,076-20.7% | $9,133-38.6% | $4,299+30.5% |
| Admin fee / account holder | $5,300 | $10,489-49.5% | $13,898-61.9% | $6,924-23.5% |