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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 | $19,934 | $178,174-88.8% | $156,181-87.2% | $137,256-85.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 19.98% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,095 | $4,972-57.9% | $4,294-51.2% | $4,156-49.6% |
| Participant deferral / active EE | $6,362 | $6,888-7.6% | $6,132+3.7% | $6,407-0.7% |
| Admin fee / account holder | $2,672 | $17,404-84.6% | $14,586-81.7% | $12,270-78.2% |