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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 | $32,528 | $95,404-65.9% | $113,397-71.3% | $82,637-60.6% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.5%-5.3pp | 68.1%+3.1pp |
| Annual return | 13.79% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,622 | $2,307+13.7% | $2,977-11.9% | $2,552+2.7% |
| Participant deferral / active EE | $4,430 | $4,220+5.0% | $5,076-12.7% | $4,126+7.4% |
| Admin fee / account holder | $1,245 | $9,168-86.4% | $11,957-89.6% | $7,339-83.0% |