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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 | $17,688 | $199,109-91.1% | $173,730-89.8% | $154,746-88.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 27.15% | 20.02%+7.1pp | 19.96%+7.2pp | 172.34%-145.2pp |
| Employer contribution / active EE | $3,510 | $5,311-33.9% | $4,577-23.3% | $4,379-19.8% |
| Participant deferral / active EE | $5,684 | $7,113-20.1% | $6,326-10.2% | $6,730-15.5% |
| Admin fee / account holder | $1,458 | $20,916-93.0% | $17,523-91.7% | $14,365-89.9% |