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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 | $20,923 | $67,606-69.1% | $82,313-74.6% | $70,124-70.2% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 20.55% | 21.57%-1.0pp | 25.88%-5.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,604 | $1,755-8.6% | $2,428-33.9% | $2,342-31.5% |
| Participant deferral / active EE | $3,379 | $2,987+13.1% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $885 | $4,512-80.4% | $5,608-84.2% | $4,645-80.9% |