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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 | $13,967 | $199,109-93.0% | $173,730-92.0% | $154,746-91.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 21.15% | 20.02%+1.1pp | 19.96%+1.2pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,575 | $5,311-70.3% | $4,577-65.6% | $4,379-64.0% |
| Participant deferral / active EE | $2,537 | $7,113-64.3% | $6,326-59.9% | $6,730-62.3% |
| Admin fee / account holder | $1,774 | $20,916-91.5% | $17,523-89.9% | $14,365-87.7% |