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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 | $16,755 | $64,705-74.1% | $62,929-73.4% | $67,986-75.4% |
| Participation rate | 80.0% | 65.6%+14.4pp | 73.1%+6.9pp | 57.2%+22.8pp |
| Annual return | 36.53% | 20.31%+16.2pp | 1063.93%-1027.4pp | 31.67%+4.9pp |
| Employer contribution / active EE | $1,552 | $2,376-34.7% | $2,505-38.0% | $2,019-23.1% |
| Participant deferral / active EE | $2,902 | $3,198-9.3% | $3,888-25.4% | $3,358-13.6% |
| Admin fee / account holder | $960 | $1,428-32.8% | $5,065-81.0% | $3,203-70.0% |