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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 | $20,499 | $98,766-79.2% | $149,730-86.3% | $79,852-74.3% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 36.00% | 27.43%+8.6pp | 276.70%-240.7pp | 31.72%+4.3pp |
| Employer contribution / active EE | $2,092 | $3,217-35.0% | $4,645-55.0% | $2,471-15.3% |
| Participant deferral / active EE | $3,278 | $5,681-42.3% | $6,843-52.1% | $3,740-12.4% |
| Admin fee / account holder | $611 | $6,052-89.9% | $9,310-93.4% | $5,306-88.5% |