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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 | $31,579 | $95,453-66.9% | $112,040-71.8% | $82,448-61.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.5%+12.8pp | 68.1%+21.2pp |
| Annual return | 13.59% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,096 | $2,318-9.6% | $2,954-29.0% | $2,551-17.8% |
| Participant deferral / active EE | $4,268 | $4,224+1.0% | $5,098-16.3% | $4,139+3.1% |
| Admin fee / account holder | $3,573 | $9,013-60.4% | $12,098-70.5% | $7,234-50.6% |