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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 | $20,712 | $178,174-88.4% | $156,181-86.7% | $137,256-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.01% | 84.19%-60.2pp | 64.87%-40.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,270 | $4,972-54.3% | $4,294-47.1% | $4,156-45.4% |
| Participant deferral / active EE | $7,384 | $6,888+7.2% | $6,132+20.4% | $6,407+15.3% |
| Admin fee / account holder | $696 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |