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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 | $52,691 | $275,752-80.9% | $256,809-79.5% | $198,609-73.5% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 51.06% | 34.81%+16.2pp | 32.73%+18.3pp | 202.70%-151.6pp |
| Employer contribution / active EE | $3,086 | $7,721-60.0% | $7,263-57.5% | $5,055-39.0% |
| Participant deferral / active EE | $5,927 | $10,037-40.9% | $9,520-37.7% | $6,977-15.0% |
| Admin fee / account holder | $11,492 | $25,716-55.3% | $25,146-54.3% | $19,030-39.6% |