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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 | $35,807 | $100,194-64.3% | $122,979-70.9% | $86,983-58.8% |
| Participation rate | 90.2% | 73.0%+17.3pp | 77.2%+13.1pp | 69.5%+20.7pp |
| Annual return | 18.67% | 16.47%+2.2pp | 20.12%-1.4pp | 25.83%-7.2pp |
| Employer contribution / active EE | $2,089 | $2,326-10.2% | $3,062-31.8% | $2,584-19.2% |
| Participant deferral / active EE | $5,392 | $4,133+30.5% | $5,003+7.8% | $4,194+28.6% |
| Admin fee / account holder | $2,728 | $10,148-73.1% | $12,864-78.8% | $7,856-65.3% |