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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 | $15,082 | $95,453-84.2% | $112,040-86.5% | $82,448-81.7% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.5%+16.5pp | 68.1%+24.9pp |
| Annual return | 22.43% | 23.92%-1.5pp | 24.52%-2.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,087 | $2,318-10.0% | $2,954-29.3% | $2,551-18.2% |
| Participant deferral / active EE | $4,423 | $4,224+4.7% | $5,098-13.2% | $4,139+6.9% |
| Admin fee / account holder | $1,912 | $9,013-78.8% | $12,098-84.2% | $7,234-73.6% |