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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 | $12,517 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,672 | $4,804-65.2% | $4,554-63.3% | $4,156-59.8% |
| Participant deferral / active EE | $5,161 | $8,216-37.2% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $1,136 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |