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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 | $12,771 | $184,014-93.1% | $161,149-92.1% | $138,895-90.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 28.69% | 21.52%+7.2pp | 21.16%+7.5pp | 145.39%-116.7pp |
| Employer contribution / active EE | $3,939 | $5,055-22.1% | $4,360-9.7% | $4,194-6.1% |
| Participant deferral / active EE | $4,696 | $6,909-32.0% | $6,153-23.7% | $6,396-26.6% |
| Admin fee / account holder | $10,692 | $18,027-40.7% | $15,194-29.6% | $12,562-14.9% |