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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 | $17,730 | $212,777-91.7% | $173,703-89.8% | $198,609-91.1% |
| Participation rate | 91.7% | 81.1%+10.6pp | 75.9%+15.8pp | 82.4%+9.3pp |
| Annual return | 17.33% | 18.82%-1.5pp | 17.46%-0.1pp | 202.70%-185.4pp |
| Employer contribution / active EE | $4,608 | $5,214-11.6% | $4,288+7.5% | $5,055-8.8% |
| Participant deferral / active EE | $4,584 | $5,697-19.5% | $4,854-5.6% | $6,977-34.3% |
| Admin fee / account holder | $479 | $19,536-97.6% | $15,562-96.9% | $19,030-97.5% |