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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 | $18,935 | $89,259-78.8% | $107,187-82.3% | $82,637-77.1% |
| Participation rate | 93.9% | 67.9%+25.9pp | 75.0%+18.9pp | 68.1%+25.8pp |
| Annual return | 17.86% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,615 | $3,080-47.6% | $3,782-57.3% | $2,552-36.7% |
| Participant deferral / active EE | $2,645 | $4,037-34.5% | $5,096-48.1% | $4,126-35.9% |
| Admin fee / account holder | $1,280 | $7,381-82.7% | $9,162-86.0% | $7,339-82.6% |