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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 | $45,995 | $167,415-72.5% | $140,514-67.3% | $198,609-76.8% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 8.47% | 13.85%-5.4pp | 14.36%-5.9pp | 202.70%-194.2pp |
| Employer contribution / active EE | $1,669 | $4,088-59.2% | $3,378-50.6% | $5,055-67.0% |
| Participant deferral / active EE | $4,253 | $5,579-23.8% | $4,919-13.5% | $6,977-39.0% |
| Admin fee / account holder | $730 | $16,730-95.6% | $13,697-94.7% | $19,030-96.2% |