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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 | $34,130 | $104,098-67.2% | $140,514-75.7% | $94,015-63.7% |
| Participation rate | 91.9% | 73.7%+18.2pp | 77.8%+14.1pp | 70.8%+21.1pp |
| Annual return | 17.59% | 15.14%+2.5pp | 14.36%+3.2pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,928 | $2,388-19.3% | $3,378-42.9% | $2,790-30.9% |
| Participant deferral / active EE | $3,599 | $4,033-10.8% | $4,919-26.8% | $4,249-15.3% |
| Admin fee / account holder | $3,365 | $10,439-67.8% | $13,697-75.4% | $8,951-62.4% |