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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 | $29,929 | $95,453-68.6% | $112,040-73.3% | $82,448-63.7% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.5%+4.0pp | 68.1%+12.4pp |
| Annual return | 14.67% | 23.92%-9.3pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,205 | $2,318-4.8% | $2,954-25.3% | $2,551-13.5% |
| Participant deferral / active EE | $4,137 | $4,224-2.0% | $5,098-18.8% | $4,1390% |
| Admin fee / account holder | $937 | $9,013-89.6% | $12,098-92.3% | $7,234-87.0% |