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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 | $29,835 | $95,453-68.7% | $112,040-73.4% | $82,448-63.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 20.74% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,552 | $2,318+53.2% | $2,954+20.2% | $2,551+39.2% |
| Participant deferral / active EE | $7,642 | $4,224+80.9% | $5,098+49.9% | $4,139+84.6% |
| Admin fee / account holder | $607 | $9,013-93.3% | $12,098-95.0% | $7,234-91.6% |