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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 | $210,241 | $181,069+16.1% | $179,713+17.0% | $254,542-17.4% |
| Participation rate | 90.0% | 43.8%+46.2pp | 31.2%+58.8pp | 47.3%+42.7pp |
| Annual return | 11.47% | 7.09%+4.4pp | 8.22%+3.3pp | 12.16%-0.7pp |
| Employer contribution / active EE | $24,500 | $53,926-54.6% | $46,636-47.5% | $44,747-45.2% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $1,828 | $1,491+22.6% | $1,392+31.2% | $17,640-89.6% |