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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 | $36,464 | $167,415-78.2% | $140,514-74.0% | $198,609-81.6% |
| Participation rate | 93.8% | 80.9%+12.9pp | 77.8%+16.0pp | 82.4%+11.4pp |
| Annual return | 15.74% | 13.85%+1.9pp | 14.36%+1.4pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,904 | $4,088-53.4% | $3,378-43.6% | $5,055-62.3% |
| Participant deferral / active EE | $2,810 | $5,579-49.6% | $4,919-42.9% | $6,977-59.7% |
| Admin fee / account holder | $1,353 | $16,730-91.9% | $13,697-90.1% | $19,030-92.9% |