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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 | $39,555 | $109,620-63.9% | $148,496-73.4% | $94,015-57.9% |
| Participation rate | 94.8% | 71.3%+23.6pp | 76.0%+18.8pp | 70.8%+24.0pp |
| Annual return | 15.22% | 17.54%-2.3pp | 12.33%+2.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,180 | $2,618-16.7% | $3,497-37.7% | $2,790-21.9% |
| Participant deferral / active EE | $4,418 | $3,831+15.3% | $4,808-8.1% | $4,249+4.0% |
| Admin fee / account holder | $1,612 | $10,050-84.0% | $19,547-91.8% | $8,951-82.0% |