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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 | $20,483 | $98,776-79.3% | $149,745-86.3% | $79,856-74.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 19.89% | 27.38%-7.5pp | 276.72%-256.8pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,551 | $3,217-20.7% | $4,646-45.1% | $2,471+3.2% |
| Participant deferral / active EE | $5,191 | $5,681-8.6% | $6,843-24.1% | $3,741+38.8% |
| Admin fee / account holder | $2,075 | $6,053-65.7% | $9,312-77.7% | $5,306-60.9% |