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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 | $26,752 | $83,369-67.9% | $105,223-74.6% | $67,986-60.7% |
| Participation rate | 79.7% | 56.3%+23.4pp | 75.0%+4.6pp | 57.2%+22.5pp |
| Annual return | 18.86% | 24.64%-5.8pp | 180.65%-161.8pp | 31.67%-12.8pp |
| Employer contribution / active EE | $3,157 | $2,541+24.3% | $3,689-14.4% | $2,019+56.4% |
| Participant deferral / active EE | $2,649 | $3,295-19.6% | $5,072-47.8% | $3,358-21.1% |
| Admin fee / account holder | $5,055 | $4,073+24.1% | $8,859-42.9% | $3,203+57.8% |