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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 | $21,416 | $199,109-89.2% | $173,730-87.7% | $154,746-86.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.43% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,664 | $5,311-68.7% | $4,577-63.6% | $4,379-62.0% |
| Participant deferral / active EE | $4,228 | $7,113-40.6% | $6,326-33.2% | $6,730-37.2% |
| Admin fee / account holder | $2,268 | $20,916-89.2% | $17,523-87.1% | $14,365-84.2% |