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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 | $38,671 | $146,267-73.6% | $197,124-80.4% | $82,448-53.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 19.94% | 29.61%-9.7pp | 44.34%-24.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,440 | $4,723-27.2% | $6,227-44.8% | $2,551+34.8% |
| Participant deferral / active EE | $6,092 | $7,035-13.4% | $9,135-33.3% | $4,139+47.2% |
| Admin fee / account holder | $4,078 | $14,422-71.7% | $16,298-75.0% | $7,234-43.6% |