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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 | $18,219 | $95,453-80.9% | $112,040-83.7% | $82,448-77.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,308 | $2,318-0.4% | $2,954-21.9% | $2,551-9.5% |
| Participant deferral / active EE | $4,058 | $4,224-3.9% | $5,098-20.4% | $4,139-2.0% |
| Admin fee / account holder | $3,316 | $9,013-63.2% | $12,098-72.6% | $7,234-54.2% |