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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 | $37,203 | $275,752-86.5% | $256,809-85.5% | $198,609-81.3% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 13.38% | 34.81%-21.4pp | 32.73%-19.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,294 | $7,721-70.3% | $7,263-68.4% | $5,055-54.6% |
| Participant deferral / active EE | $7,052 | $10,037-29.7% | $9,520-25.9% | $6,977+1.1% |
| Admin fee / account holder | $453 | $25,716-98.2% | $25,146-98.2% | $19,030-97.6% |