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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 | $28,202 | $199,109-85.8% | $173,730-83.8% | $154,746-81.8% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 19.38% | 20.02%-0.6pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,454 | $5,311-53.8% | $4,577-46.4% | $4,379-44.0% |
| Participant deferral / active EE | $6,644 | $7,113-6.6% | $6,326+5.0% | $6,730-1.3% |
| Admin fee / account holder | $879 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |