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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 | $23,195 | $199,109-88.4% | $173,730-86.6% | $154,746-85.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 12.61% | 20.02%-7.4pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,858 | $5,311-65.0% | $4,577-59.4% | $4,379-57.6% |
| Participant deferral / active EE | $6,658 | $7,113-6.4% | $6,326+5.2% | $6,730-1.1% |
| Admin fee / account holder | $1,490 | $20,916-92.9% | $17,523-91.5% | $14,365-89.6% |