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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 | $16,753 | $165,399-89.9% | $149,745-88.8% | $158,982-89.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 200.99% | 348.34%-147.3pp | 276.72%-75.7pp | 302.99%-102.0pp |
| Employer contribution / active EE | $3,080 | $5,105-39.7% | $4,646-33.7% | $4,763-35.3% |
| Participant deferral / active EE | $3,253 | $7,183-54.7% | $6,843-52.5% | $5,983-45.6% |
| Admin fee / account holder | $5,094 | $10,811-52.9% | $9,312-45.3% | $11,252-54.7% |