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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 | $22,545 | $101,778-77.8% | $164,975-86.3% | $80,925-72.1% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.9pp |
| Annual return | 20.11% | 16.73%+3.4pp | 70.12%-50.0pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,942 | $2,954-34.3% | $4,343-55.3% | $2,756-29.6% |
| Participant deferral / active EE | $2,303 | $4,477-48.6% | $6,033-61.8% | $4,299-46.4% |
| Admin fee / account holder | $1,734 | $8,221-78.9% | $12,688-86.3% | $6,940-75.0% |