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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 | $254,759-92.2% | $216,567-90.8% | $198,609-90.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 19.98% | 10.04%+9.9pp | 12.94%+7.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,095 | $6,096-65.6% | $5,216-59.8% | $5,055-58.6% |
| Participant deferral / active EE | $6,362 | $6,948-8.4% | $6,191+2.8% | $6,977-8.8% |
| Admin fee / account holder | $2,672 | $26,311-89.8% | $21,981-87.8% | $19,030-86.0% |