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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 | $32,076 | $95,453-66.4% | $112,040-71.4% | $82,448-61.1% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.40% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,523 | $2,318+52.0% | $2,954+19.3% | $2,551+38.1% |
| Participant deferral / active EE | $5,082 | $4,224+20.3% | $5,098-0.3% | $4,139+22.8% |
| Admin fee / account holder | $4,130 | $9,013-54.2% | $12,098-65.9% | $7,234-42.9% |