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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 | $20,442 | $201,372-89.8% | $184,260-88.9% | $145,884-86.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.01% | 29.04%-12.0pp | 28.84%-11.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $4,302 | $7,024-38.7% | $6,427-33.1% | $4,662-7.7% |
| Participant deferral / active EE | $6,308 | $9,808-35.7% | $9,133-30.9% | $6,690-5.7% |
| Admin fee / account holder | $2,481 | $16,362-84.8% | $13,898-82.1% | $13,392-81.5% |