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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 | $20,902 | $95,453-78.1% | $112,040-81.3% | $82,448-74.6% |
| Participation rate | 96.2% | 72.8%+23.5pp | 76.5%+19.7pp | 68.1%+28.2pp |
| Annual return | 24.52% | 23.92%+0.6pp | 24.52%0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,880 | $2,318-18.9% | $2,954-36.4% | $2,551-26.3% |
| Participant deferral / active EE | $3,322 | $4,224-21.4% | $5,098-34.8% | $4,139-19.8% |
| Admin fee / account holder | $1,068 | $9,013-88.2% | $12,098-91.2% | $7,234-85.2% |