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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 | $21,775 | $209,336-89.6% | $197,124-89.0% | $137,256-84.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 23.94% | 48.09%-24.2pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,511 | $6,591-61.9% | $6,227-59.7% | $4,156-39.6% |
| Participant deferral / active EE | $3,605 | $9,614-62.5% | $9,135-60.5% | $6,407-43.7% |
| Admin fee / account holder | $1,946 | $17,308-88.8% | $16,298-88.1% | $12,270-84.1% |