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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 | $16,523 | $180,028-90.8% | $138,135-88.0% | $158,950-89.6% |
| Participation rate | 84.2% | 82.2%+2.0pp | 78.7%+5.5pp | 82.0%+2.2pp |
| Annual return | 24.11% | 21.68%+2.4pp | 20.51%+3.6pp | 302.91%-278.8pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,625 | $7,717-40.1% | $6,431-28.1% | $5,983-22.7% |
| Admin fee / account holder | $1,503 | $17,912-91.6% | $11,856-87.3% | $11,248-86.6% |