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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 | $22,043 | $199,109-88.9% | $173,730-87.3% | $154,746-85.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 23.85% | 20.02%+3.8pp | 19.96%+3.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $3,943 | $5,311-25.8% | $4,577-13.9% | $4,379-10.0% |
| Participant deferral / active EE | $4,074 | $7,113-42.7% | $6,326-35.6% | $6,730-39.5% |
| Admin fee / account holder | $563 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |