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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 | $50,647 | $275,752-81.6% | $256,809-80.3% | $198,609-74.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.05% | 34.81%-15.8pp | 32.73%-13.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $4,629 | $7,721-40.0% | $7,263-36.3% | $5,055-8.4% |
| Participant deferral / active EE | $11,305 | $10,037+12.6% | $9,520+18.8% | $6,977+62.0% |
| Admin fee / account holder | $702 | $25,716-97.3% | $25,146-97.2% | $19,030-96.3% |