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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 | $8,372 | $172,111-95.1% | $150,298-94.4% | $137,256-93.9% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 41.78% | 69.37%-27.6pp | 62.79%-21.0pp | 220.34%-178.6pp |
| Employer contribution / active EE | $2,352 | $4,636-49.3% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $2,990 | $6,166-51.5% | $5,453-45.2% | $6,407-53.3% |
| Admin fee / account holder | $687 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |