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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 | $16,683 | $96,731-82.8% | $123,973-86.5% | $86,983-80.8% |
| Participation rate | 87.8% | 70.0%+17.8pp | 76.7%+11.2pp | 69.5%+18.3pp |
| Annual return | 33.32% | 17.33%+16.0pp | 388.13%-354.8pp | 25.83%+7.5pp |
| Employer contribution / active EE | $1,723 | $3,297-47.7% | $4,126-58.2% | $2,584-33.3% |
| Participant deferral / active EE | $5,212 | $4,152+25.5% | $5,247-0.7% | $4,194+24.3% |
| Admin fee / account holder | $2,801 | $8,722-67.9% | $11,799-76.3% | $7,856-64.3% |