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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 | $51,422 | $254,759-79.8% | $216,567-76.3% | $198,609-74.1% |
| Participation rate | 90.5% | 84.5%+6.0pp | 81.6%+8.8pp | 82.4%+8.1pp |
| Annual return | 14.51% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,317 | $6,096-45.6% | $5,216-36.4% | $5,055-34.4% |
| Participant deferral / active EE | $5,934 | $6,948-14.6% | $6,191-4.1% | $6,977-14.9% |
| Admin fee / account holder | $1,526 | $26,311-94.2% | $21,981-93.1% | $19,030-92.0% |