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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 | $18,028 | $165,361-89.1% | $149,715-88.0% | $158,950-88.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 19.65% | 348.24%-328.6pp | 276.66%-257.0pp | 302.91%-283.3pp |
| Employer contribution / active EE | $2,315 | $5,103-54.6% | $4,645-50.2% | $4,762-51.4% |
| Participant deferral / active EE | $5,531 | $7,182-23.0% | $6,842-19.2% | $5,983-7.5% |
| Admin fee / account holder | $1,950 | $10,808-82.0% | $9,310-79.1% | $11,248-82.7% |