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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 | $23,686 | $199,109-88.1% | $173,730-86.4% | $154,746-84.7% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 20.31% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,845 | $5,311-46.4% | $4,577-37.8% | $4,379-35.0% |
| Participant deferral / active EE | $4,020 | $7,113-43.5% | $6,326-36.5% | $6,730-40.3% |
| Admin fee / account holder | $2,018 | $20,916-90.4% | $17,523-88.5% | $14,365-86.0% |