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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 | $95,404-69.0% | $113,397-74.0% | $82,637-64.3% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.5%+14.3pp | 68.1%+22.7pp |
| Annual return | 14.77% | 19.08%-4.3pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,992 | $2,307-13.6% | $2,977-33.1% | $2,552-21.9% |
| Participant deferral / active EE | $2,898 | $4,220-31.3% | $5,076-42.9% | $4,126-29.8% |
| Admin fee / account holder | $3,557 | $9,168-61.2% | $11,957-70.2% | $7,339-51.5% |