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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 | $28,485 | $105,284-72.9% | $150,734-81.1% | $94,015-69.7% |
| Participation rate | 90.6% | 71.7%+18.9pp | 78.4%+12.2pp | 70.8%+19.8pp |
| Annual return | 17.72% | 15.67%+2.0pp | 600.81%-583.1pp | 17.84%-0.1pp |
| Employer contribution / active EE | $2,521 | $3,599-30.0% | $4,918-48.7% | $2,790-9.7% |
| Participant deferral / active EE | $3,483 | $4,274-18.5% | $5,610-37.9% | $4,249-18.0% |
| Admin fee / account holder | $752 | $9,839-92.4% | $14,905-95.0% | $8,951-91.6% |