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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 | $12,802 | $107,368-88.1% | $92,915-86.2% | $152,909-91.6% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 18.38% | 145.64%-127.3pp | 109.45%-91.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,927 | $4,222-30.7% | $3,653-19.9% | $4,764-38.6% |
| Participant deferral / active EE | $2,018 | $4,848-58.4% | $4,238-52.4% | $5,851-65.5% |
| Admin fee / account holder | $394 | $7,082-94.4% | $5,796-93.2% | $11,601-96.6% |