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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 | $95,404-80.9% | $113,397-83.9% | $82,637-78.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 14.04% | 19.08%-5.0pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,308 | $2,307+0.1% | $2,977-22.5% | $2,552-9.5% |
| Participant deferral / active EE | $4,058 | $4,220-3.8% | $5,076-20.1% | $4,126-1.7% |
| Admin fee / account holder | $3,316 | $9,168-63.8% | $11,957-72.3% | $7,339-54.8% |