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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 | $19,154 | $178,174-89.3% | $156,181-87.7% | $137,256-86.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 19.29% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,321 | $4,972-53.3% | $4,294-45.9% | $4,156-44.1% |
| Participant deferral / active EE | $3,923 | $6,888-43.0% | $6,132-36.0% | $6,407-38.8% |
| Admin fee / account holder | $1,667 | $17,404-90.4% | $14,586-88.6% | $12,270-86.4% |