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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 | $27,699 | $95,453-71.0% | $112,040-75.3% | $82,448-66.4% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.5%-4.4pp | 68.1%+4.0pp |
| Annual return | 24.61% | 23.92%+0.7pp | 24.52%+0.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,282 | $2,318+41.6% | $2,954+11.1% | $2,551+28.7% |
| Participant deferral / active EE | $3,653 | $4,224-13.5% | $5,098-28.3% | $4,139-11.8% |
| Admin fee / account holder | $3,530 | $9,013-60.8% | $12,098-70.8% | $7,234-51.2% |