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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 | $199,109-90.0% | $173,730-88.5% | $154,746-87.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 19.98% | 20.02%0pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,095 | $5,311-60.6% | $4,577-54.2% | $4,379-52.2% |
| Participant deferral / active EE | $6,362 | $7,113-10.6% | $6,326+0.6% | $6,730-5.5% |
| Admin fee / account holder | $2,672 | $20,916-87.2% | $17,523-84.8% | $14,365-81.4% |