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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 | $23,715 | $114,712-79.3% | $173,730-86.3% | $87,485-72.9% |
| Participation rate | 77.9% | 73.0%+4.9pp | 79.6%-1.6pp | 68.9%+9.0pp |
| Annual return | 21.86% | 20.18%+1.7pp | 19.96%+1.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $2,076 | $2,904-28.5% | $4,577-54.6% | $2,596-20.0% |
| Participant deferral / active EE | $3,318 | $4,642-28.5% | $6,326-47.6% | $4,274-22.4% |
| Admin fee / account holder | $782 | $10,210-92.3% | $17,523-95.5% | $7,775-89.9% |