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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 | $21,856 | $136,860-84.0% | $120,344-81.8% | $154,746-85.9% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 9.52% | 21.38%-11.9pp | 20.30%-10.8pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,058 | $3,533-41.7% | $3,020-31.9% | $4,379-53.0% |
| Participant deferral / active EE | $4,989 | $5,793-13.9% | $5,135-2.8% | $6,730-25.9% |
| Admin fee / account holder | $3,769 | $15,393-75.5% | $12,742-70.4% | $14,365-73.8% |