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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 | $19,767 | $139,948-85.9% | $121,663-83.8% | $154,746-87.2% |
| Participation rate | 87.0% | 78.0%+8.9pp | 74.5%+12.5pp | 80.7%+6.3pp |
| Annual return | 21.93% | 230.52%-208.6pp | 147.54%-125.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,587 | $3,521-54.9% | $3,020-47.4% | $4,379-63.8% |
| Participant deferral / active EE | $4,748 | $5,629-15.6% | $4,887-2.8% | $6,730-29.4% |
| Admin fee / account holder | $1,652 | $17,321-90.5% | $14,289-88.4% | $14,365-88.5% |