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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 | $29,818 | $108,825-72.6% | $156,181-80.9% | $82,448-63.8% |
| Participation rate | 94.1% | 72.4%+21.8pp | 78.8%+15.3pp | 68.1%+26.0pp |
| Annual return | 19.63% | 20.59%-1.0pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,060 | $2,870+6.6% | $4,294-28.7% | $2,551+20.0% |
| Participant deferral / active EE | $6,902 | $4,577+50.8% | $6,132+12.6% | $4,139+66.7% |
| Admin fee / account holder | $2,023 | $9,341-78.3% | $14,586-86.1% | $7,234-72.0% |