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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 | $97,550-65.0% | $120,344-71.6% | $87,485-61.0% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.7%+15.2pp | 68.9%+23.0pp |
| Annual return | 17.59% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,928 | $2,291-15.8% | $3,020-36.2% | $2,596-25.7% |
| Participant deferral / active EE | $3,599 | $4,230-14.9% | $5,135-29.9% | $4,274-15.8% |
| Admin fee / account holder | $3,365 | $9,543-64.7% | $12,742-73.6% | $7,775-56.7% |