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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 | $26,399 | $110,137-76.0% | $161,149-83.6% | $82,637-68.1% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 15.93% | 20.69%-4.8pp | 21.16%-5.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,136 | $2,856-25.2% | $4,360-51.0% | $2,552-16.3% |
| Participant deferral / active EE | $2,981 | $4,575-34.8% | $6,153-51.5% | $4,126-27.7% |
| Admin fee / account holder | $1,996 | $9,467-78.9% | $15,194-86.9% | $7,339-72.8% |