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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 | $100,194-70.5% | $122,979-76.0% | $86,983-66.1% |
| Participation rate | 90.8% | 73.0%+17.8pp | 77.2%+13.6pp | 69.5%+21.2pp |
| Annual return | 14.77% | 16.47%-1.7pp | 20.12%-5.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,992 | $2,326-14.3% | $3,062-34.9% | $2,584-22.9% |
| Participant deferral / active EE | $2,898 | $4,133-29.9% | $5,003-42.1% | $4,194-30.9% |
| Admin fee / account holder | $3,557 | $10,148-64.9% | $12,864-72.3% | $7,856-54.7% |