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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 | $19,517 | $217,432-91.0% | $185,849-89.5% | $167,536-88.4% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 18.83% | 148.42%-129.6pp | 122.10%-103.3pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,544 | $5,875-73.7% | $5,169-70.1% | $4,839-68.1% |
| Participant deferral / active EE | $2,332 | $6,357-63.3% | $5,569-58.1% | $6,342-63.2% |
| Admin fee / account holder | $1,907 | $19,818-90.4% | $16,244-88.3% | $12,315-84.5% |