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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 | $22,540 | $199,109-88.7% | $173,730-87.0% | $154,746-85.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 16.33% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,927 | $5,311-63.7% | $4,577-57.9% | $4,379-56.0% |
| Participant deferral / active EE | $5,032 | $7,113-29.2% | $6,326-20.5% | $6,730-25.2% |
| Admin fee / account holder | $2,935 | $20,916-86.0% | $17,523-83.2% | $14,365-79.6% |