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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 | $18,124 | $93,345-80.6% | $119,126-84.8% | $87,485-79.3% |
| Participation rate | 85.0% | 68.7%+16.3pp | 75.8%+9.2pp | 68.9%+16.1pp |
| Annual return | 19.87% | 19.08%+0.8pp | 282.11%-262.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $2,135 | $3,172-32.7% | $4,034-47.1% | $2,596-17.8% |
| Participant deferral / active EE | $4,228 | $4,099+3.1% | $5,318-20.5% | $4,274-1.1% |
| Admin fee / account holder | $1,274 | $8,039-84.1% | $10,693-88.1% | $7,775-83.6% |