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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 | $13,914 | $199,109-93.0% | $173,730-92.0% | $154,746-91.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 22.76% | 20.02%+2.7pp | 19.96%+2.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,861 | $5,311-65.0% | $4,577-59.4% | $4,379-57.5% |
| Participant deferral / active EE | $3,217 | $7,113-54.8% | $6,326-49.2% | $6,730-52.2% |
| Admin fee / account holder | $578 | $20,916-97.2% | $17,523-96.7% | $14,365-96.0% |