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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 | $24,447 | $209,425-88.3% | $178,499-86.3% | $158,966-84.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.03% | 188.80%-176.8pp | 151.10%-139.1pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,625 | $5,707-71.5% | $5,011-67.6% | $4,762-65.9% |
| Participant deferral / active EE | $3,299 | $5,955-44.6% | $5,202-36.6% | $5,983-44.9% |
| Admin fee / account holder | $2,946 | $17,078-82.7% | $13,986-78.9% | $11,250-73.8% |