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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 | $22,639 | $156,616-85.5% | $133,346-83.0% | $198,609-88.6% |
| Participation rate | 83.3% | 77.7%+5.6pp | 72.8%+10.5pp | 82.4%+1.0pp |
| Annual return | 14.54% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $993 | $3,368-70.5% | $2,853-65.2% | $5,055-80.4% |
| Participant deferral / active EE | $2,738 | $4,920-44.4% | $4,332-36.8% | $6,977-60.8% |
| Admin fee / account holder | $313 | $17,468-98.2% | $14,264-97.8% | $19,030-98.4% |