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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 | $16,603 | $197,625-91.6% | $177,840-90.7% | $158,966-89.6% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 9.71% | 58.76%-49.1pp | 48.32%-38.6pp | 302.95%-293.2pp |
| Employer contribution / active EE | $1,904 | $6,698-71.6% | $5,919-67.8% | $4,762-60.0% |
| Participant deferral / active EE | $3,348 | $8,405-60.2% | $7,714-56.6% | $5,983-44.0% |
| Admin fee / account holder | $3,517 | $15,405-77.2% | $12,431-71.7% | $11,250-68.7% |