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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 | $21,401 | $104,098-79.4% | $140,514-84.8% | $94,015-77.2% |
| Participation rate | 97.2% | 73.7%+23.5pp | 77.8%+19.4pp | 70.8%+26.4pp |
| Annual return | 17.46% | 15.14%+2.3pp | 14.36%+3.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $1,809 | $2,388-24.2% | $3,378-46.4% | $2,790-35.2% |
| Participant deferral / active EE | $4,809 | $4,033+19.2% | $4,919-2.2% | $4,249+13.2% |
| Admin fee / account holder | $1,037 | $10,439-90.1% | $13,697-92.4% | $8,951-88.4% |