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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 | $23,619 | $212,386-88.9% | $199,883-88.2% | $138,895-83.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 17.56% | 47.75%-30.2pp | 43.81%-26.2pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,447 | $6,625-78.2% | $6,261-76.9% | $4,194-65.5% |
| Participant deferral / active EE | $3,382 | $9,617-64.8% | $9,138-63.0% | $6,396-47.1% |
| Admin fee / account holder | $2,208 | $18,233-87.9% | $17,268-87.2% | $12,562-82.4% |