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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 | $29,077 | $199,109-85.4% | $173,730-83.3% | $154,746-81.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 19.68% | 20.02%-0.3pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,546 | $5,311-52.1% | $4,577-44.4% | $4,379-41.9% |
| Participant deferral / active EE | $7,019 | $7,113-1.3% | $6,326+10.9% | $6,730+4.3% |
| Admin fee / account holder | $1,005 | $20,916-95.2% | $17,523-94.3% | $14,365-93.0% |