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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 | $22,132 | $199,109-88.9% | $173,730-87.3% | $154,746-85.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 20.10% | 20.02%+0.1pp | 19.96%+0.1pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,152 | $5,311-59.5% | $4,577-53.0% | $4,379-50.9% |
| Participant deferral / active EE | $2,704 | $7,113-62.0% | $6,326-57.3% | $6,730-59.8% |
| Admin fee / account holder | $315 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |