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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 | $80,674-66.8% | $119,126-77.5% | $64,340-58.4% |
| Participation rate | 79.7% | 55.2%+24.5pp | 75.8%+3.9pp | 55.2%+24.4pp |
| Annual return | 18.86% | 26.86%-8.0pp | 282.11%-263.2pp | 24.14%-5.3pp |
| Employer contribution / active EE | $3,157 | $2,564+23.1% | $4,034-21.7% | $1,862+69.6% |
| Participant deferral / active EE | $2,649 | $3,053-13.2% | $5,318-50.2% | $2,980-11.1% |
| Admin fee / account holder | $5,055 | $4,559+10.9% | $10,693-52.7% | $3,703+36.5% |