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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 | $21,749 | $81,208-73.2% | $98,920-78.0% | $79,856-72.8% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 69.6%+28.0pp |
| Annual return | 14.50% | 60.99%-46.5pp | 196.47%-182.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,142 | $1,960-41.7% | $2,689-57.5% | $2,471-53.8% |
| Participant deferral / active EE | $3,030 | $3,265-7.2% | $4,245-28.6% | $3,741-19.0% |
| Admin fee / account holder | $2,568 | $6,013-57.3% | $6,643-61.3% | $5,306-51.6% |