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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 | $30,823 | $95,453-67.7% | $112,040-72.5% | $82,448-62.6% |
| Participation rate | 91.6% | 72.8%+18.8pp | 76.5%+15.1pp | 68.1%+23.5pp |
| Annual return | 17.77% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,194 | $2,318-5.3% | $2,954-25.7% | $2,551-14.0% |
| Participant deferral / active EE | $2,687 | $4,224-36.4% | $5,098-47.3% | $4,139-35.1% |
| Admin fee / account holder | $5,116 | $9,013-43.2% | $12,098-57.7% | $7,234-29.3% |