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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 | $27,122 | $94,436-71.3% | $115,599-76.5% | $82,637-67.2% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.3%+20.2pp | 68.1%+26.4pp |
| Annual return | 18.70% | 18.37%+0.3pp | 111.10%-92.4pp | 53.51%-34.8pp |
| Employer contribution / active EE | $2,271 | $2,324-2.3% | $2,955-23.2% | $2,552-11.0% |
| Participant deferral / active EE | $3,619 | $3,955-8.5% | $4,889-26.0% | $4,126-12.3% |
| Admin fee / account holder | $2,582 | $10,328-75.0% | $12,841-79.9% | $7,339-64.8% |