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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 | $16,915 | $199,109-91.5% | $173,730-90.3% | $154,746-89.1% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.6%+3.0pp | 80.7%+1.9pp |
| Annual return | 20.20% | 20.02%+0.2pp | 19.96%+0.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,960 | $5,311-63.1% | $4,577-57.2% | $4,379-55.2% |
| Participant deferral / active EE | $4,200 | $7,113-40.9% | $6,326-33.6% | $6,730-37.6% |
| Admin fee / account holder | $1,011 | $20,916-95.2% | $17,523-94.2% | $14,365-93.0% |