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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 | $43,814 | $254,759-82.8% | $216,567-79.8% | $198,609-77.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 17.41% | 10.04%+7.4pp | 12.94%+4.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,195 | $6,096-47.6% | $5,216-38.8% | $5,055-36.8% |
| Participant deferral / active EE | $7,698 | $6,948+10.8% | $6,191+24.4% | $6,977+10.3% |
| Admin fee / account holder | $1,768 | $26,311-93.3% | $21,981-92.0% | $19,030-90.7% |