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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 | $15,212 | $98,776-84.6% | $149,745-89.8% | $79,856-81.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 21.24% | 27.38%-6.1pp | 276.72%-255.5pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,622 | $3,217-18.5% | $4,646-43.6% | $2,471+6.1% |
| Participant deferral / active EE | $5,926 | $5,681+4.3% | $6,843-13.4% | $3,741+58.4% |
| Admin fee / account holder | $2,138 | $6,053-64.7% | $9,312-77.0% | $5,306-59.7% |