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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 | $29,219 | $95,404-69.4% | $113,397-74.2% | $82,637-64.6% |
| Participation rate | 75.3% | 72.8%+2.5pp | 76.5%-1.2pp | 68.1%+7.3pp |
| Annual return | 20.05% | 19.08%+1.0pp | 23.20%-3.1pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,616 | $2,307+13.4% | $2,977-12.1% | $2,552+2.5% |
| Participant deferral / active EE | $4,672 | $4,220+10.7% | $5,076-8.0% | $4,126+13.2% |
| Admin fee / account holder | $1,888 | $9,168-79.4% | $11,957-84.2% | $7,339-74.3% |