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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 | $13,874 | $56,894-75.6% | $84,753-83.6% | $62,881-77.9% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 61.73% | 6.30%+55.4pp | 22.78%+38.9pp | 20.14%+41.6pp |
| Employer contribution / active EE | $4,121 | $2,400+71.7% | $3,574+15.3% | $2,281+80.7% |
| Participant deferral / active EE | $5,801 | $2,709+114.1% | $3,712+56.3% | $3,203+81.1% |
| Admin fee / account holder | $439 | $3,581-87.7% | $5,333-91.8% | $4,296-89.8% |