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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 | $95,404-66.4% | $113,397-71.7% | $82,637-61.2% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.40% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $3,523 | $2,307+52.7% | $2,977+18.3% | $2,552+38.1% |
| Participant deferral / active EE | $5,082 | $4,220+20.4% | $5,076+0.1% | $4,126+23.2% |
| Admin fee / account holder | $4,130 | $9,168-55.0% | $11,957-65.5% | $7,339-43.7% |