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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 | $20,992 | $177,595-88.2% | $148,496-85.9% | $198,609-89.4% |
| Participation rate | 81.3% | 79.3%+2.0pp | 76.0%+5.2pp | 82.4%-1.1pp |
| Annual return | 15.45% | 9.97%+5.5pp | 12.33%+3.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,727 | $4,098-57.9% | $3,497-50.6% | $5,055-65.8% |
| Participant deferral / active EE | $5,214 | $5,539-5.9% | $4,808+8.4% | $6,977-25.3% |
| Admin fee / account holder | $301 | $27,010-98.9% | $19,547-98.5% | $19,030-98.4% |