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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 | $19,185 | $114,712-83.3% | $173,730-89.0% | $87,485-78.1% |
| Participation rate | 94.7% | 73.0%+21.7pp | 79.6%+15.2pp | 68.9%+25.8pp |
| Annual return | 16.48% | 20.18%-3.7pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,180 | $2,904-24.9% | $4,577-52.4% | $2,596-16.0% |
| Participant deferral / active EE | $4,297 | $4,642-7.4% | $6,326-32.1% | $4,274+0.5% |
| Admin fee / account holder | $2,962 | $10,210-71.0% | $17,523-83.1% | $7,775-61.9% |