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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 | $20,002 | $228,352-91.2% | $185,835-89.2% | $158,966-87.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 8.63% | 40.81%-32.2pp | 35.96%-27.3pp | 302.95%-294.3pp |
| Employer contribution / active EE | $2,104 | $4,967-57.6% | $4,087-48.5% | $4,762-55.8% |
| Participant deferral / active EE | $4,229 | $6,416-34.1% | $5,633-24.9% | $5,983-29.3% |
| Admin fee / account holder | $735 | $11,867-93.8% | $9,502-92.3% | $11,250-93.5% |