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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 | $16,907 | $199,109-91.5% | $173,730-90.3% | $154,746-89.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 21.22% | 20.02%+1.2pp | 19.96%+1.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,624 | $5,311-50.6% | $4,577-42.7% | $4,379-40.1% |
| Participant deferral / active EE | $2,906 | $7,113-59.1% | $6,326-54.1% | $6,730-56.8% |
| Admin fee / account holder | $1,506 | $20,916-92.8% | $17,523-91.4% | $14,365-89.5% |