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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 | $49,429 | $275,752-82.1% | $256,809-80.8% | $198,609-75.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.88% | 34.81%-15.9pp | 32.73%-13.8pp | 202.70%-183.8pp |
| Employer contribution / active EE | $6,445 | $7,721-16.5% | $7,263-11.3% | $5,055+27.5% |
| Participant deferral / active EE | $11,952 | $10,037+19.1% | $9,520+25.5% | $6,977+71.3% |
| Admin fee / account holder | $6,043 | $25,716-76.5% | $25,146-76.0% | $19,030-68.2% |