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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 | $25,715 | $93,345-72.5% | $119,126-78.4% | $87,485-70.6% |
| Participation rate | 97.7% | 68.7%+29.0pp | 75.8%+22.0pp | 68.9%+28.8pp |
| Annual return | 13.15% | 19.08%-5.9pp | 282.11%-269.0pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,833 | $3,172-10.7% | $4,034-29.8% | $2,596+9.1% |
| Participant deferral / active EE | $5,097 | $4,099+24.4% | $5,318-4.1% | $4,274+19.3% |
| Admin fee / account holder | $823 | $8,039-89.8% | $10,693-92.3% | $7,775-89.4% |