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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 | $25,563 | $201,370-87.3% | $184,256-86.1% | $145,897-82.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.24% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,720 | $7,024-61.3% | $6,427-57.7% | $4,663-41.7% |
| Participant deferral / active EE | $5,765 | $9,808-41.2% | $9,133-36.9% | $6,689-13.8% |
| Admin fee / account holder | $2,895 | $16,364-82.3% | $13,899-79.2% | $13,390-78.4% |