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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 | $10,993 | $125,237-91.2% | $105,608-89.6% | $145,877-92.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 18.45% | 225.76%-207.3pp | 116.50%-98.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,023 | $3,720-45.6% | $3,167-36.1% | $4,663-56.6% |
| Participant deferral / active EE | $3,067 | $5,711-46.3% | $5,010-38.8% | $6,691-54.2% |
| Admin fee / account holder | $2,326 | $17,287-86.5% | $11,028-78.9% | $13,402-82.6% |