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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 | $29,489 | $223,823-86.8% | $211,142-86.0% | $154,746-80.9% |
| Participation rate | 81.3% | 87.9%-6.6pp | 87.3%-6.0pp | 80.7%+0.5pp |
| Annual return | 17.53% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,052 | $6,787-55.0% | $6,442-52.6% | $4,379-30.3% |
| Participant deferral / active EE | $3,804 | $9,750-61.0% | $9,284-59.0% | $6,730-43.5% |
| Admin fee / account holder | $386 | $19,707-98.0% | $19,076-98.0% | $14,365-97.3% |