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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 | $29,948 | $223,823-86.6% | $211,142-85.8% | $154,746-80.6% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 21.12% | 50.39%-29.3pp | 46.84%-25.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,548 | $6,787-62.5% | $6,442-60.5% | $4,379-41.8% |
| Participant deferral / active EE | $4,517 | $9,750-53.7% | $9,284-51.3% | $6,730-32.9% |
| Admin fee / account holder | $2,178 | $19,707-89.0% | $19,076-88.6% | $14,365-84.8% |