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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 | $12,021 | $86,938-86.2% | $102,423-88.3% | $80,925-85.1% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.7%+23.1pp |
| Annual return | 15.10% | 18.89%-3.8pp | 29.42%-14.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,121 | $2,369-10.5% | $3,023-29.8% | $2,756-23.0% |
| Participant deferral / active EE | $4,319 | $4,120+4.8% | $5,054-14.5% | $4,299+0.5% |
| Admin fee / account holder | $4,766 | $8,053-40.8% | $9,455-49.6% | $6,940-31.3% |