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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 | $22,309 | $104,098-78.6% | $140,514-84.1% | $94,015-76.3% |
| Participation rate | 90.0% | 73.7%+16.3pp | 77.8%+12.2pp | 70.8%+19.2pp |
| Annual return | 29.02% | 15.14%+13.9pp | 14.36%+14.7pp | 17.84%+11.2pp |
| Employer contribution / active EE | $2,078 | $2,388-13.0% | $3,378-38.5% | $2,790-25.5% |
| Participant deferral / active EE | $6,042 | $4,033+49.8% | $4,919+22.8% | $4,249+42.2% |
| Admin fee / account holder | $1,041 | $10,439-90.0% | $13,697-92.4% | $8,951-88.4% |