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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 | $5,254 | $97,125-94.6% | $86,233-93.9% | $137,256-96.2% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 16.40% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,660 | $2,841-41.6% | $2,504-33.7% | $4,156-60.1% |
| Participant deferral / active EE | $2,301 | $5,180-55.6% | $4,559-49.5% | $6,407-64.1% |
| Admin fee / account holder | $3,116 | $9,725-68.0% | $8,342-62.7% | $12,270-74.6% |