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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 | $21,291 | $143,969-85.2% | $199,883-89.3% | $82,637-74.2% |
| Participation rate | 88.9% | 84.1%+4.7pp | 86.8%+2.1pp | 68.1%+20.8pp |
| Annual return | 24.76% | 25.67%-0.9pp | 43.81%-19.0pp | 53.51%-28.7pp |
| Employer contribution / active EE | $2,786 | $4,632-39.9% | $6,261-55.5% | $2,552+9.2% |
| Participant deferral / active EE | $5,647 | $6,937-18.6% | $9,138-38.2% | $4,126+36.9% |
| Admin fee / account holder | $1,169 | $14,597-92.0% | $17,268-93.2% | $7,339-84.1% |