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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 | $24,107 | $96,731-75.1% | $123,973-80.6% | $86,983-72.3% |
| Participation rate | 93.0% | 70.0%+23.0pp | 76.7%+16.4pp | 69.5%+23.5pp |
| Annual return | 17.36% | 17.33%0pp | 388.13%-370.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $4,876 | $3,297+47.9% | $4,126+18.2% | $2,584+88.6% |
| Participant deferral / active EE | $2,577 | $4,152-37.9% | $5,247-50.9% | $4,194-38.6% |
| Admin fee / account holder | $1,687 | $8,722-80.7% | $11,799-85.7% | $7,856-78.5% |