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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 | $22,620 | $199,109-88.6% | $173,730-87.0% | $154,746-85.4% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.6%-6.2pp | 80.7%-7.4pp |
| Annual return | 19.47% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,548 | $5,311-70.9% | $4,577-66.2% | $4,379-64.6% |
| Participant deferral / active EE | $2,660 | $7,113-62.6% | $6,326-57.9% | $6,730-60.5% |
| Admin fee / account holder | $1,575 | $20,916-92.5% | $17,523-91.0% | $14,365-89.0% |