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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 | $14,675 | $63,346-76.8% | $92,240-84.1% | $70,126-79.1% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 20.03% | 530.19%-510.2pp | 176.29%-156.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $3,416 | $2,471+38.2% | $3,680-7.2% | $2,343+45.8% |
| Participant deferral / active EE | $3,173 | $2,854+11.2% | $3,897-18.6% | $3,332-4.8% |
| Admin fee / account holder | $4,794 | $3,841+24.8% | $5,194-7.7% | $4,645+3.2% |