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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 | $19,931 | $136,860-85.4% | $120,344-83.4% | $154,746-87.1% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 15.63% | 21.38%-5.7pp | 20.30%-4.7pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,336 | $3,533-62.2% | $3,020-55.8% | $4,379-69.5% |
| Participant deferral / active EE | $3,130 | $5,793-46.0% | $5,135-39.0% | $6,730-53.5% |
| Admin fee / account holder | $3,426 | $15,393-77.7% | $12,742-73.1% | $14,365-76.2% |