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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 | $30,366 | $95,453-68.2% | $112,040-72.9% | $82,448-63.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 17.77% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,334 | $2,318+0.7% | $2,954-21.0% | $2,551-8.5% |
| Participant deferral / active EE | $4,897 | $4,224+15.9% | $5,098-3.9% | $4,139+18.3% |
| Admin fee / account holder | $2,750 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |