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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 | $22,950 | $181,896-87.4% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 3.50% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,049 | $6,248-67.2% | $5,501-62.8% | $4,869-57.9% |
| Participant deferral / active EE | $2,620 | $5,550-52.8% | $4,871-46.2% | $5,287-50.4% |
| Admin fee / account holder | $1,731 | $15,560-88.9% | $13,028-86.7% | $10,133-82.9% |