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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 | $16,441 | $199,109-91.7% | $173,730-90.5% | $154,746-89.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 24.86% | 20.02%+4.8pp | 19.96%+4.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,608 | $5,311-69.7% | $4,577-64.9% | $4,379-63.3% |
| Participant deferral / active EE | $5,173 | $7,113-27.3% | $6,326-18.2% | $6,730-23.1% |
| Admin fee / account holder | $540 | $20,916-97.4% | $17,523-96.9% | $14,365-96.2% |