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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 | $29,531 | $95,453-69.1% | $112,040-73.6% | $82,448-64.2% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.5%+14.3pp | 68.1%+22.7pp |
| Annual return | 14.77% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,992 | $2,318-14.0% | $2,954-32.6% | $2,551-21.9% |
| Participant deferral / active EE | $2,898 | $4,224-31.4% | $5,098-43.2% | $4,139-30.0% |
| Admin fee / account holder | $3,557 | $9,013-60.5% | $12,098-70.6% | $7,234-50.8% |