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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 | $29,803 | $138,385-78.5% | $184,243-83.8% | $80,925-63.2% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 13.53% | 20.02%-6.5pp | 28.82%-15.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,855 | $4,851-41.1% | $6,427-55.6% | $2,756+3.6% |
| Participant deferral / active EE | $4,562 | $7,075-35.5% | $9,132-50.0% | $4,299+6.1% |
| Admin fee / account holder | $579 | $10,489-94.5% | $13,914-95.8% | $6,940-91.7% |