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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 | $36,994 | $167,415-77.9% | $140,514-73.7% | $198,609-81.4% |
| Participation rate | 90.0% | 80.9%+9.1pp | 77.8%+12.2pp | 82.4%+7.6pp |
| Annual return | 14.98% | 13.85%+1.1pp | 14.36%+0.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,052 | $4,088-49.8% | $3,378-39.3% | $5,055-59.4% |
| Participant deferral / active EE | $4,321 | $5,579-22.6% | $4,919-12.2% | $6,977-38.1% |
| Admin fee / account holder | $323 | $16,730-98.1% | $13,697-97.6% | $19,030-98.3% |