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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 | $13,414 | $129,737-89.7% | $119,126-88.7% | $154,746-91.3% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 24.09% | 379.08%-355.0pp | 282.11%-258.0pp | 172.34%-148.2pp |
| Employer contribution / active EE | $2,510 | $4,375-42.6% | $4,034-37.8% | $4,379-42.7% |
| Participant deferral / active EE | $4,378 | $5,842-25.1% | $5,318-17.7% | $6,730-35.0% |
| Admin fee / account holder | $1,142 | $11,961-90.5% | $10,693-89.3% | $14,365-92.1% |