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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 | $15,573 | $185,312-91.6% | $161,489-90.4% | $154,746-89.9% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.7%+16.5pp | 80.7%+14.5pp |
| Annual return | 17.83% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,966 | $4,769+4.1% | $4,268+16.3% | $4,379+13.4% |
| Participant deferral / active EE | $2,745 | $6,350-56.8% | $5,630-51.2% | $6,730-59.2% |
| Admin fee / account holder | $1,528 | $18,654-91.8% | $16,006-90.5% | $14,365-89.4% |