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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 | $16,659 | $199,109-91.6% | $173,730-90.4% | $154,746-89.2% |
| Participation rate | 86.4% | 82.8%+3.6pp | 79.6%+6.8pp | 80.7%+5.7pp |
| Annual return | 24.72% | 20.02%+4.7pp | 19.96%+4.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,569 | $5,311-70.5% | $4,577-65.7% | $4,379-64.2% |
| Participant deferral / active EE | $3,870 | $7,113-45.6% | $6,326-38.8% | $6,730-42.5% |
| Admin fee / account holder | $442 | $20,916-97.9% | $17,523-97.5% | $14,365-96.9% |