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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 | $31,748 | $114,712-72.3% | $173,730-81.7% | $87,485-63.7% |
| Participation rate | 95.9% | 73.0%+22.9pp | 79.6%+16.3pp | 68.9%+27.0pp |
| Annual return | 14.52% | 20.18%-5.7pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,925 | $2,904+0.7% | $4,577-36.1% | $2,596+12.7% |
| Participant deferral / active EE | $4,937 | $4,642+6.4% | $6,326-22.0% | $4,274+15.5% |
| Admin fee / account holder | $5,938 | $10,210-41.8% | $17,523-66.1% | $7,775-23.6% |