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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 | $22,435 | $123,793-81.9% | $177,840-87.4% | $79,852-71.9% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 21.71% | 22.82%-1.1pp | 48.32%-26.6pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,810 | $4,095-31.4% | $5,919-52.5% | $2,471+13.7% |
| Participant deferral / active EE | $7,114 | $5,956+19.4% | $7,714-7.8% | $3,740+90.2% |
| Admin fee / account holder | $1,755 | $7,243-75.8% | $12,431-85.9% | $5,306-66.9% |