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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 | $18,025 | $89,259-79.8% | $107,187-83.2% | $82,637-78.2% |
| Participation rate | 84.4% | 67.9%+16.4pp | 75.0%+9.4pp | 68.1%+16.3pp |
| Annual return | 25.16% | 21.02%+4.1pp | 204.55%-179.4pp | 53.51%-28.3pp |
| Employer contribution / active EE | $2,411 | $3,080-21.7% | $3,782-36.3% | $2,552-5.5% |
| Participant deferral / active EE | $3,586 | $4,037-11.2% | $5,096-29.6% | $4,126-13.1% |
| Admin fee / account holder | $414 | $7,381-94.4% | $9,162-95.5% | $7,339-94.4% |