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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 | $19,519 | $80,705-75.8% | $115,768-83.1% | $67,986-71.3% |
| Participation rate | 75.2% | 63.0%+12.2pp | 74.4%+0.8pp | 57.2%+18.0pp |
| Annual return | 20.57% | 18.49%+2.1pp | 100.46%-79.9pp | 31.67%-11.1pp |
| Employer contribution / active EE | $1,979 | $2,046-3.3% | $2,940-32.7% | $2,019-2.0% |
| Participant deferral / active EE | $2,779 | $3,559-21.9% | $4,917-43.5% | $3,358-17.3% |
| Admin fee / account holder | $2,012 | $4,135-51.3% | $12,439-83.8% | $3,203-37.2% |